Holdings in WFG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$467,979 |
7,658 |
-96.9%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$17,033,748 |
250,570 |
+3802.4%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$470,659 |
6,421 |
-23.3%
|
Shares |
Defined |
2025-08-14 |
| 2024-12-31 |
$724,249 |
8,368 |
-68.3%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,572,445 |
26,422 |
+35.3%
|
Shares |
Defined |
2024-11-15 |
| 2024-06-30 |
$1,501,347 |
19,531 |
-16.5%
|
Shares |
Defined |
2024-08-15 |
| 2024-03-31 |
$2,021,596 |
23,390 |
-16.6%
|
Shares |
Defined |
2024-05-16 |
| 2023-12-31 |
$2,400,860 |
28,054 |
+280.5%
|
Shares |
Defined |
2024-02-15 |
| 2023-09-30 |
$534,764 |
7,372 |
-69.8%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$2,101,092 |
24,437 |
+43.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$1,211,292 |
17,003 |
-47.0%
|
Shares |
Defined |
2023-05-16 |
| 2022-12-31 |
$2,319,640 |
32,088 |
-63.6%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$6,383,469 |
88,060 |
+32.3%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$5,108,375 |
66,576 |
+824.7%
|
Shares |
Defined |
2022-08-16 |
| 2022-03-31 |
$593,496 |
7,200 |
+20.0%
|
Shares |
Defined |
2022-05-17 |
| 2022-03-31 |
$494,580 |
6,000 |
-90.5%
|
Shares |
Defined |
2022-05-17 |
| 2022-03-31 |
$5,233,232 |
63,487 |
+2439.5%
|
Shares |
Defined |
2022-05-17 |
| 2021-12-31 |
$238,400 |
2,500 |
-32.4%
|
Shares |
Defined |
2022-02-15 |
| 2021-12-31 |
$352,832 |
3,700 |
-97.0%
|
Shares |
Defined |
2022-02-15 |
| 2021-12-31 |
$11,758,363 |
123,305 |
+5037.7%
|
Shares |
Defined |
2022-02-15 |
| 2021-09-30 |
$202,152 |
2,400 |
-82.1%
|
Shares |
Defined |
2021-11-16 |
| 2021-09-30 |
$1,131,882 |
13,438 |
+58.1%
|
Shares |
Defined |
2021-11-16 |
| 2021-09-30 |
$715,955 |
8,500 |
+112.5%
|
Shares |
Defined |
2021-11-16 |
| 2021-06-30 |
$286,720 |
4,000 |
-65.2%
|
Shares |
Defined |
2021-08-16 |
| 2021-06-30 |
$824,320 |
11,500 |
-81.7%
|
Shares |
Defined |
2021-08-16 |
| 2021-06-30 |
$4,510,822 |
62,930 |
+50.0%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$3,022,654 |
41,958 |
—
|
Shares |
Defined |
2021-05-18 |