Position in WTW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$522
-$350 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#670
of 687 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DecisionPoint Financial, LLC holds $4,554 across 6 Insurance Brokers names. WTW ranks #3 (11.5% of the industry book) .
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522 | 2 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $872 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $985 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,036 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $919 | 3 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||