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advised by WILLIAM B. WALKUP & ASSOCIATES, INC.
South Carolina, 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 28, 2024 | $2.3M | 7 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS LLC | INTERACTIVE BROKERS LLC | Greenwich | Connecticut | United States | no | 8-47257 |
| WELLS FARGO | WELLS FARGO | SAN FRANCISCO | California | United States | no | n/a |
| 6700.0% |
| yes |
| E••••• 8• L•• |
| Mar 31, 2023 | $2.1M | 7 | $10,000 | 6700.0% | yes | E••••• 8• L•• |
| Nov 17, 2022 | $2.0M | 7 | $10,000 | 6700.0% | yes | E••••• 8• L•• |
| Oct 19, 2022 | $2.0M | 7 | $10,000 | 6700.0% | yes | E••••• 8• L•• |
| Jun 25, 2012 | $613,806 | 6 | $10,000 | 3800.0% | yes | E••••• 8• I••••••••• P••••••••• |
| May 18, 2012 | $613,806 | 6 | $10,000 | 3800.0% | yes | E••••• 8• I••••••••• P••••••••• |
| Mar 29, 2012 | $613,806 | 6 | $10,000 | 3800.0% | yes | E••••• 8• I••••••••• P••••••••• |