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Allworth Financial LP

Position in WDFC — Wd 40 Co

CIK 1555170 FOLSOM, CA

Position in WDFC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$279,211
+$29,997 QoQ
Shares Held
1,146
-6.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 383 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Allworth Financial LP holds $35,591,417 across 49 Specialty Chemicals names. WDFC ranks #14 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $279,211 1,146
2026-03-31 $249,214 1,222
2025-12-31 $220,921 1,122
2025-09-30 $260,239 1,317
2025-06-30 $287,621 1,261
2025-03-31 $307,440 1,260
2024-12-31 $306,747 1,264
2024-09-30 $212,493 824
2024-06-30 $186,254 848
2024-03-31 $223,419 882
2023-12-31 $176,433 738
2023-09-30 $67,475 332
2023-06-30 $60,745 322
2023-03-31 $57,332 322
2022-12-31 $53,360 331
2022-06-30 $65,240 324
2022-03-31 $59,732 326
2021-12-31 $78,284 320
2021-09-30 $73,842 319
2021-06-30 $80,987 316
2021-03-31 $96,446 315
2020-12-31 $83,689 315
2020-09-30 $59,443 314
2020-06-30 $62,067 313
2020-03-31 $62,665 312