Position in WTBA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$663,064
+$74,191 QoQ
Shares Held
24,993
+1.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#39
of 113 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LexAurum Advisors, LLC holds $2,127,606 across 4 Banks - Regional names. WTBA ranks #2 (31.2% of the industry book) .
All Filings in WTBA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,064 | 24,993 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $588,873 | 24,753 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $494,954 | 24,358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $549,365 | 27,986 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $551,739 | 27,670 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $592,906 | 27,386 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $583,226 | 30,680 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $542,495 | 30,307 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $507,762 | 28,478 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $584,780 | 27,584 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $358,265 | 21,966 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $399,331 | 21,691 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $281,266 | 15,395 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $352,487 | 13,796 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $285,034 | 13,697 | Shares | Sole | 2022-10-17 | |
| 2021-12-31 | $222,771 | 7,170 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $213,933 | 7,124 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||