Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$854,562 |
13,984 |
+24.1%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$766,270 |
11,272 |
+92.7%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$428,731 |
5,849 |
-3.3%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$465,563 |
6,051 |
-8.9%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$574,865 |
6,642 |
+46.6%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$441,138 |
4,531 |
+54.7%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$225,152 |
2,929 |
-1.8%
|
Shares |
Sole |
2024-08-07 |
| 2023-03-31 |
$212,437 |
2,982 |
-14.1%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$251,063 |
3,473 |
+11.6%
|
Shares |
Sole |
2023-02-07 |
| 2022-09-30 |
$225,588 |
3,112 |
+3.0%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$231,878 |
3,022 |
-62.5%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$664,138 |
8,057 |
-23.4%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$1,002,996 |
10,518 |
+240.5%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$260,186 |
3,089 |
—
|
Shares |
Sole |
2021-11-15 |
