Position in WY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$191
-$4 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#891
of 896 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Derivatives in WY
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$556
PutShares
19
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Quaker Wealth Management, LLC holds $7,251 across 7 REIT - Specialty names. WY ranks #6 (2.6% of the industry book) .
All Filings in WY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $195 | 8 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $426 | 18 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $322 | 13 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $539 | 21 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $556 | 19 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||