Position in WULF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,235,000
+$513,500 QoQ
Shares Held
50,000
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#262
of 496 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WULF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $4,727,410 across 6 Capital Markets names. WULF ranks #2 (26.1% of the industry book) .
All Filings in WULF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,000 | 50,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $721,500 | 50,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,316,754 | 114,600 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,313,300 | 115,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $503,700 | 115,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $313,950 | 115,000 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $650,900 | 115,000 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||