Skip to main content

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

C holding history

Citigroup Inc in every 13F filed by W Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
2,079
Value
$291.0K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of C by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,079$291.0K0.1%00.0%UnchangedHolders
Q1 20262,079$235.8K0.1%+61+3.0%AddedHolders
Q4 20252,018$235.5K0.1%−668−24.9%ReducedHolders
Q3 20252,686$272.6K0.1%+74+2.8%AddedHolders
Q2 20252,612$222.3K0.1%+2,612NewHolders