Holdings in WMS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$30,113,343 |
207,922 |
+0.5%
|
Shares |
Sole |
2026-02-18 |
| 2025-09-30 |
$28,698,694 |
206,912 |
-1.8%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$24,210,420 |
210,782 |
+123.8%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$10,233,526 |
94,188 |
+4181.3%
|
Shares |
Sole |
2025-05-07 |
| 2021-06-30 |
$256,454 |
2,200 |
-6.4%
|
Shares |
Sole |
2021-08-11 |
| 2021-03-31 |
$242,966 |
2,350 |
-9.6%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$217,308 |
2,600 |
-60.9%
|
Shares |
Sole |
2021-02-10 |
| 2020-06-30 |
$328,510 |
6,650 |
—
|
Shares |
Sole |
2020-08-13 |
