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advised by W••• CAPITAL MANAGEMENT
Pennsylvania, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 26, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Westlake | Texas | United States | no | 8-16514 |
| $16.8M |
| 33 |
| $100,000 |
| 800.0% |
| yes |
| W••• S•••••••• P••••••• |
| Nov 21, 2023 | $15.9M | 34 | $100,000 | 700.0% | yes | W••• S•••••••• P••••••• |
| Aug 31, 2023 | $15.9M | 34 | $100,000 | 700.0% | yes | W••• S•••••••• P••••••• |
| Aug 31, 2023 | $15.9M | 34 | $100,000 | 700.0% | yes | W••• S•••••••• P••••••• |
| Mar 30, 2023 | $15.9M | 34 | $100,000 | 700.0% | yes | W••• S•••••••• P••••••• |
| Mar 30, 2022 | $19.9M | 36 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Feb 25, 2022 | $18.2M | 37 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 31, 2021 | $18.2M | 37 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Jul 14, 2020 | $16.4M | 38 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Jun 29, 2020 | $16.4M | 38 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 26, 2020 | $16.4M | 38 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Aug 21, 2019 | $13.2M | 38 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 28, 2019 | $13.2M | 38 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Nov 26, 2018 | $15.1M | 41 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 28, 2018 | $15.1M | 41 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Sep 28, 2017 | $13.1M | 40 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 30, 2017 | $13.1M | 40 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 29, 2016 | $11.2M | 42 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 31, 2015 | $11.8M | 42 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 31, 2015 | $11.8M | 42 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Jun 2, 2014 | $11.6M | 41 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Apr 1, 2014 | $11.6M | 41 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Mar 31, 2014 | $11.6M | 41 | $100,000 | 600.0% | yes | W•• S•••••••• P••••••• |
| Oct 9, 2013 | $9.5M | 39 | $100,000 | 900.0% | yes | W•• S•••••••• P••••••• |
| Jul 19, 2013 | $9.5M | 39 | $100,000 | 900.0% | yes | W•• S•••••••• P••••••• |
| Apr 1, 2013 | $9.5M | 39 | $100,000 | 900.0% | yes | W•• S•••••••• P••••••• |
| Dec 21, 2012 | $7.0M | 28 | $100,000 | 1000.0% | yes | W•• S•••••••• P••••••• |
| Mar 30, 2012 | $7.0M | 28 | $100,000 | 1000.0% | yes | W•• S•••••••• P••••••• |