Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,322,180 |
38,000 |
-12.7%
|
Shares |
Sole |
2026-02-10 |
| 2025-09-30 |
$2,960,664 |
43,552 |
+131.3%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$1,380,458 |
18,833 |
-23.4%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$1,891,877 |
24,589 |
+316.7%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$510,731 |
5,901 |
+61.8%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$355,169 |
3,648 |
-82.2%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$1,574,835 |
20,487 |
+203.4%
|
Shares |
Sole |
2024-08-09 |
| 2024-03-31 |
$583,575 |
6,752 |
+3.6%
|
Shares |
Sole |
2024-05-06 |
| 2023-12-31 |
$557,639 |
6,516 |
-17.2%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$571,034 |
7,872 |
-16.1%
|
Shares |
Sole |
2023-11-07 |
| 2022-06-30 |
$720,187 |
9,386 |
+3228.4%
|
Shares |
Sole |
2022-08-09 |
| 2022-03-31 |
$23,245 |
282 |
—
|
Shares |
Sole |
2022-05-16 |
