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IFP Advisors, Inc

Position in WDFC — Wd 40 Co

CIK 1641866 TAMPA, FL

Position in WDFC

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$6,091
+$1,401 QoQ
Shares Held
25
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 383 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

IFP Advisors, Inc holds $27,887,304 across 44 Specialty Chemicals names. WDFC ranks #34 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,091 25
2026-03-31 $4,690 23
2025-12-31 $4,331 22
2025-06-30 $1,824 0
2025-03-31 $244 0
2024-12-31 $243 0
2022-12-31 $3 11
2022-09-30 $2,460 14
2022-06-30 $1,610 8
2022-03-31 $1,465 8
2021-06-30 $16,658 65
2021-03-31 $0 0
2020-12-31 $28,693 108
2020-09-30 $20,445 108
2020-06-30 $21,416 108
2020-03-31 $21,691 108