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Prestige Wealth Management Group LLC

Position in WDFC — Wd 40 Co

CIK 1772715 FLEMINGTON, NJ

Position in WDFC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$974
+$159 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 383 holders
Holding Since
Mar 2020
26 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

Prestige Wealth Management Group LLC holds $2,262,430 across 15 Specialty Chemicals names. WDFC ranks #14 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $974 4
2026-03-31 $815 4
2025-12-31 $787 4
2025-09-30 $790 4
2025-06-30 $912 4
2025-03-31 $976 4
2024-12-31 $970 4
2024-09-30 $1,031 4
2024-06-30 $878 4
2024-03-31 $1,013 4
2023-12-31 $956 4
2023-09-30 $812 4
2023-06-30 $754 4
2023-03-31 $712 4
2022-12-31 $644 4
2022-09-30 $702 4
2022-06-30 $805 4
2022-03-31 $732 4
2021-12-31 $978 4
2021-09-30 $925 4
2021-06-30 $1,025 4
2021-03-31 $1,224 4
2020-12-31 $1,062 4
2020-09-30 $757 4
2020-06-30 $793 4
2020-03-31 $1,205 6