Allworth Financial LP
Holdings in WRN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,894 | 6,702 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $3,152 | 1,600 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $2,000 | 1,600 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $10,374 | 9,100 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $7,875 | 7,500 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $9,000 | 7,500 | Shares | Sole | 2024-10-23 |