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WCEO TWO RDS SHARED TR

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HYPATIA WOMEN (fund)

9 managers (9 13F filers) reported a position in WCEO shares at 2024-12-31, 4,381 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
1
Added
2
Reduced
0
Sold out
0
Shares held by filers
4,381

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Wealth Management Group, LLC2,500$75.6K0.03%+40013F-HRTimeline
Stephens Consulting, LLC1,042$31.5K0.01%+7213F-HRTimeline
North Star Investment Management Corp.410$12.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.161$4.87K<0.01%013F-HRTimeline
Asset Dedication, LLC98$2.96K<0.01%013F-HRTimeline
Heritage Wealth Advisors90$2.72K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP80$2.42K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.