Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,294,704 |
135,734 |
+206.9%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$3,007,027 |
44,234 |
+1034.2%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$285,870 |
3,900 |
-64.2%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$838,646 |
10,900 |
+289.3%
|
Shares |
Sole |
2025-05-15 |
| 2024-03-31 |
$242,004 |
2,800 |
-49.1%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$470,690 |
5,500 |
+61.8%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$246,636 |
3,400 |
+17.2%
|
Shares |
Sole |
2023-11-14 |
| 2022-09-30 |
$210,221 |
2,900 |
-78.8%
|
Shares |
Sole |
2022-11-14 |
| 2021-09-30 |
$1,153,277 |
13,692 |
-87.6%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$7,891,394 |
110,092 |
-21.9%
|
Shares |
Sole |
2021-08-16 |
| 2021-03-31 |
$10,152,309 |
140,926 |
—
|
Shares |
Sole |
2021-05-17 |
