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Avior Wealth Management, LLC

Position in WDFC — Wd 40 Co

CIK 1599868 OMAHA, NE

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, 2026

Avior Wealth Management, LLC holds $6,240,672 across 5 Specialty Chemicals names.

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $917,322 4,498
2025-12-31 $709,036 3,601
2025-09-30 $825,968 4,180
2025-06-30 $953,416 4,180
2025-03-31 $1,043,344 4,276
2024-12-31 $1,010,519 4,164
2024-09-30 $1,608,397 6,237
2024-06-30 $1,369,894 6,237
2024-03-31 $1,618,650 6,390
2023-12-31 $1,486,776 6,219
2023-09-30 $1,263,949 6,219
2023-06-30 $1,173,214 6,219
2023-03-31 $1,158,927 6,509
2022-12-31 $1,049,315 6,509
2022-09-30 $1,007,868 5,735
2022-06-30 $1,080,699 5,367
2022-03-31 $983,395 5,367
2021-12-31 $1,454,384 5,945
2021-09-30 $2,134,477 9,221
2021-06-30 $2,380,165 9,287
2021-03-31 $2,987,092 9,756
2020-12-31 $2,568,328 9,667
2020-09-30 $1,827,787 9,655
2020-06-30 $1,473,765 7,432
2020-03-31 $1,477,653 7,357