Position in WTW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,568
-$3,083 QoQ
Shares Held
6
-62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 688 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Westfuller Advisors, LLC holds $92,751 across 5 Insurance Brokers names. WTW ranks #5 (1.7% of the industry book) .
All Filings in WTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568 | 6 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,651 | 16 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,257 | 16 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,527 | 16 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||