WFA Asset Management Corp
- SEC CIK
- 0001994434
- Latest filing
- Oct 30, 2025
OPRT holding history
Oportun Financial Corp in every 13F filed by WFA Asset Management Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OPRT overviewAll 13F holders of OPRTFull Q3 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −350−100.0% | Sold out | Holders |
| Q1 2023 | 350 | $1.35K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 350 | $1.93K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 350 | $1.53K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 350 | $2.90K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 350 | $5.03K | <0.1% | +350 | New | Holders |