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Center for Financial Planning, Inc.

Position in WDFC — Wd 40 Co

CIK 1803557 SOUTHFIED, MI

Position in WDFC

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$48,728
+$7,940 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#297
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

Center for Financial Planning, Inc. holds $850,144 across 7 Specialty Chemicals names. WDFC ranks #4 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WDFC
Wd 40 Co
This page
200 $48,728

All Filings in WDFC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,728 200
2026-03-31 $40,788 200
2025-12-31 $39,380 200
2025-09-30 $39,520 200
2025-06-30 $45,618 200
2025-03-31 $48,800 200
2024-12-31 $48,536 200
2024-09-30 $51,576 200
2024-06-30 $43,928 200
2024-03-31 $50,662 200
2023-12-31 $47,814 200
2023-09-30 $40,648 200
2023-06-30 $56,595 300
2023-03-31 $53,415 300
2022-12-31 $48,363 300
2022-09-30 $52,722 300
2022-06-30 $60,408 300
2022-03-31 $54,969 300
2021-12-31 $73,392 300
2021-09-30 $69,444 300
2021-06-30 $76,887 300
2021-03-31 $91,854 300
2020-12-31 $79,704 300
2020-09-30 $56,793 300
2020-06-30 $39,660 200
2020-03-31 $40,170 200