Position in WLY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,581
+$5,591 QoQ
Shares Held
199
+206.2% QoQ
Ownership
0.000%
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 100%
Shared 0%
None 0%
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 | $7,581 | 199 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,990 | 65 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,827 | 144 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||