Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$611,100 |
10,000 |
0.0%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$679,800 |
10,000 |
0.0%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$733,000 |
10,000 |
0.0%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$769,400 |
10,000 |
+28.2%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$675,090 |
7,800 |
0.0%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$759,408 |
7,800 |
0.0%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$599,586 |
7,800 |
-6.0%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$717,369 |
8,300 |
+18.6%
|
Shares |
Sole |
2024-05-16 |
| 2023-12-31 |
$598,888 |
6,998 |
+3.0%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$492,764 |
6,793 |
+35.9%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$429,900 |
5,000 |
0.0%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$356,200 |
5,000 |
0.0%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$361,450 |
5,000 |
0.0%
|
Shares |
Sole |
2023-05-15 |
| 2022-09-30 |
$362,450 |
5,000 |
-21.9%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$491,072 |
6,400 |
—
|
Shares |
Sole |
2022-08-15 |
