CUSIP 939330825MWMFFXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Spirit Of America Management Corp/Ny | 8.0K | $531.6K | −3.6K | Reduced |
| 2 | Fulton Bank, N.A. | 6.4K | $413.8K | 0 | Held |
| 3 | Kelleher Financial Advisors | 5.6K | $367.0K | +273 | Added |
| 4 | Financial Gravity Asset Management, Inc. | 5.6K | $366.0K |
| 0 |
| Held |
| 5 | Transce3nd, LLC | 1.2K | $80.3K | −1.2K | Reduced |
| 6 | Oakworth Capital, Inc. | 560 | $36.4K | +28 | Added |
| 7 | Richardson Financial Services Inc. | 334 | $15.2K | +16 | Added |
| 8 | Garton & Associates Financial Advisors LLC | 68 | $4.4K | +68 | New Position |
| 9 | Motiv8 Investments LLC | 315 | $21 | +315 | New |