Fund holdings
1.15MShares reported · +203K vs prior quarter
From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
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Insider tradesView the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership
Insider trade
Officer reported a gift or transfer of 68K WFC shares
Traded Jul 15, 2026 · Filed Jul 17, 2026
- 68K
- Shares
Why it stands out
Gift or transfer — classified separately from trades.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
All the details
Dates, kept separate
- Transaction date
- Jul 15, 2026
- Reporting period
- Not applicable
- Filed with the SEC
- Jul 17, 2026
OfficerIndirect holdingGift / transfer
Context
- Classification
gift transfer
Code G — gift, bequest or transfer
- Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
- Record ID