Holdings in WHG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$99,215 |
5,765 |
-21.9%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$121,762 |
7,384 |
-21.8%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$147,264 |
9,440 |
+2147.6%
|
Shares |
Sole |
2025-08-12 |
| 2023-06-30 |
$5,208 |
420 |
-96.9%
|
Shares |
Sole |
2023-08-08 |
| 2021-03-31 |
$198,304 |
13,714 |
-1.9%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$202,768 |
13,984 |
+13.1%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$137,723 |
12,363 |
-11.9%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$221,082 |
14,037 |
+6.9%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$240,446 |
13,132 |
—
|
Shares |
Sole |
2020-05-06 |
