Position in WD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,140,124
+$2,459,840 QoQ
Shares Held
148,814
+16.3% QoQ
Ownership
0.434%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#31
of 267 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026RPg Family Wealth Advisory, LLC holds $8,140,124 across 1 Mortgage Finance name. WD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
148,814 | $8,140,124 |
All Filings in WD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,140,124 | 148,814 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,680,284 | 127,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,069,587 | 17,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $893,061 | 10,680 | Shares | Sole | 2025-11-12 | |
| 2021-12-31 | $318,507 | 2,111 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $465,350 | 4,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $620,225 | 5,942 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,240,245 | 13,478 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,217,675 | 22,975 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $270,563 | 5,325 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $71,479 | 1,775 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||