DFX Intelligence
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Reading the graph
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advised by FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| U•• B••• | U•• B••• | KANSAS CITY | Missouri | United States | no | n/a |
| Jul 16, 2024 | $6.8M | 21 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jul 15, 2024 | $6.8M | 21 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jul 15, 2024 | $6.8M | 21 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 26, 2024 | $6.8M | 21 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 28, 2023 | $6.2M | 22 | $500,000 | 3800.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 30, 2022 | $8.0M | 24 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 27, 2021 | $7.3M | 24 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Dec 15, 2020 | $7.1M | 23 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Oct 30, 2020 | $7.1M | 23 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Oct 28, 2020 | $7.1M | 23 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jun 29, 2020 | $7.1M | 23 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 31, 2020 | $7.1M | 23 | $500,000 | 3300.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Nov 6, 2019 | $6.7M | 24 | $500,000 | 3500.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Aug 21, 2019 | $6.7M | 24 | $500,000 | 3500.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 25, 2019 | $6.7M | 24 | $500,000 | 3500.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Dec 18, 2018 | $10.0M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Aug 13, 2018 | $10.0M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| May 2, 2018 | $10.0M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 24, 2018 | $10.0M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jan 31, 2018 | $10.0M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 30, 2017 | $5.7M | 24 | $500,000 | 3700.0% | yes | M•••• W••••• G••••• F•••• L••• |
| May 12, 2016 | $4.6M | 33 | $500,000 | 3500.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Feb 12, 2016 | $4.6M | 33 | $500,000 | 3500.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Oct 27, 2015 | $5.5M | 29 | $500,000 | 4000.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Mar 26, 2015 | $5.5M | 29 | $500,000 | 4000.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jan 5, 2015 | $6.1M | 32 | $500,000 | 4000.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Dec 23, 2014 | $6.1M | 32 | $500,000 | 4000.0% | yes | M•••• W••••• G••••• F•••• L••• |
| Jul 7, 2014 | $7.0M | 32 | $500,000 | 4000.0% | yes | M•••• W••••• G••••• F•••• L••• |
| May 16, 2014 | $5.9M | 30 | $500,000 | 2700.0% | yes | M•••• W••••• G••••• F•••• L• |
| Apr 8, 2014 | $5.9M | 30 | $500,000 | 2700.0% | yes | M•••• W••••• G••••• F•••• L• |
| Dec 26, 2013 | $5.9M | 30 | $500,000 | 2700.0% | yes | M•••• W••••• G••••• F•••• L• |
| Jul 9, 2013 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Jun 3, 2013 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| May 6, 2013 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Apr 11, 2013 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Mar 25, 2013 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Dec 20, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Dec 20, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Dec 18, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Oct 26, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Jun 6, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Jun 6, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Jun 6, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Mar 30, 2012 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |
| Dec 23, 2011 | $3.6M | 24 | $500,000 | 4400.0% | yes | M•••• W••••• G••••• F•••• L• |