Position in WLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$812,710
+$308,664 QoQ
Shares Held
21,331
+29.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
All Filings in WLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812,710 | 21,331 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $504,046 | 16,456 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $606,685 | 14,991 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $557,160 | 12,484 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $562,658 | 12,627 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $544,646 | 11,288 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $630,279 | 15,486 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $898,019 | 28,293 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,243,261 | 33,448 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||