Position in WDFC
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$917,322
+$208,286 QoQ
Shares Held
4,498
+24.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Avior Wealth Management, LLC holds $6,240,672 across 5 Specialty Chemicals names.
All Filings in WDFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $917,322 | 4,498 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $709,036 | 3,601 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $825,968 | 4,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $953,416 | 4,180 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,043,344 | 4,276 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,010,519 | 4,164 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,608,397 | 6,237 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,369,894 | 6,237 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,618,650 | 6,390 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,486,776 | 6,219 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,263,949 | 6,219 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,173,214 | 6,219 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,158,927 | 6,509 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,049,315 | 6,509 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,007,868 | 5,735 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,080,699 | 5,367 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $983,395 | 5,367 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,454,384 | 5,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,134,477 | 9,221 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,380,165 | 9,287 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,987,092 | 9,756 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,568,328 | 9,667 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,827,787 | 9,655 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,473,765 | 7,432 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,477,653 | 7,357 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||