Position in WLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,209
+$591 QoQ
Shares Held
58
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
All Filings in WLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,209 | 58 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,618 | 40 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $2,138 | 48 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,037 | 161 | Shares | Other | 2025-02-14 | |
| 2024-06-30 | $11,640 | 286 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||