Position in WLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,370
-$339,392 QoQ
Shares Held
7,370
-34.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
All Filings in WLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,370 | 7,370 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $346,762 | 11,321 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $443,551 | 10,960 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||