Position in WFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,672
+$26,250 QoQ
Shares Held
1,960
+20.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 167 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $1,621,568 across 5 Lumber & Wood Production names. WFG ranks #3 (8.2% of the industry book) .
All Filings in WFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,672 | 1,960 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $106,422 | 1,630 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,848 | 1,683 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $115,497 | 1,699 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $123,656 | 1,687 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $126,873 | 1,649 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $148,346 | 1,714 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $141,462 | 1,453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $108,153 | 1,407 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $115,815 | 1,340 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $179,888 | 2,102 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $244,313 | 3,368 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $189,412 | 2,203 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $181,517 | 2,548 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $158,024 | 2,186 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $167,813 | 2,315 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $191,287 | 2,493 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $216,954 | 2,632 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $218,182 | 2,288 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $159,615 | 1,895 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $476,169 | 6,643 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $595,626 | 8,268 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||