Position in WLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$266,585
+$256,370 QoQ
Shares Held
6,997
+2687.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,585 | 6,997 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $10,215 | 251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,999 | 813 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,042 | 789 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||