Holdings in WSO
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$23,837,190 |
70,744 |
+604.3%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$4,060,789 |
10,044 |
-19.5%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$5,510,092 |
12,477 |
+248.8%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$1,818,189 |
3,577 |
-72.0%
|
Shares |
Defined |
2025-05-15 |
| 2024-06-30 |
$5,908,162 |
12,754 |
-43.9%
|
Shares |
Defined |
2024-08-12 |
| 2024-03-31 |
$9,826,885 |
22,749 |
+433.6%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$1,826,567 |
4,263 |
-92.9%
|
Shares |
Defined |
2024-02-09 |
| 2023-03-31 |
$19,236,589 |
60,462 |
+8562.2%
|
Shares |
Defined |
2023-05-12 |
| 2022-03-31 |
$212,638 |
698 |
-89.5%
|
Shares |
Defined |
2022-05-16 |
| 2021-09-30 |
$1,751,255 |
6,618 |
+193.2%
|
Shares |
Defined |
2021-11-15 |
| 2021-03-31 |
$588,512 |
2,257 |
-82.6%
|
Shares |
Defined |
2021-05-17 |
| 2020-09-30 |
$3,023,377 |
12,982 |
—
|
Shares |
Defined |
2020-11-13 |
