Position in WLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$796,556
New position
Shares Held
20,907
first reported quarter
Ownership
0.041%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in WLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $796,556 | 20,907 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||