Position in WFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,039
-$67,587 QoQ
Shares Held
104
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 167 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $156,346,811 across 4 Lumber & Wood Production names. WFG ranks #4 (0.0% 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 | $7,039 | 104 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $74,626 | 1,143 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $330,727 | 5,412 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $310,191 | 4,563 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,385,358 | 46,185 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $22,189,262 | 288,397 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $21,027,320 | 242,950 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $24,043,147 | 246,951 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $24,120,267 | 313,780 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $25,631,246 | 296,555 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $26,869,464 | 313,969 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $24,836,461 | 342,383 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,317,497 | 294,458 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,366,075 | 327,991 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $28,451,245 | 393,571 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $30,325,247 | 418,337 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,188,617 | 419,505 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,372,992 | 53,051 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,833,280 | 40,198 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,791,418 | 151,863 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,033,415 | 153,926 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,528,489 | 160,029 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||