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Private Wealth Asset Management, LLC

Position in WDFC — Wd 40 Co

CIK 1883006 OMAHA, NE

Position in WDFC

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$12,912
+$2,104 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 383 holders
Holding Since
Mar 2025
6 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

Private Wealth Asset Management, LLC holds $3,140,214 across 11 Specialty Chemicals names. WDFC ranks #9 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,912 53
2026-03-31 $10,808 53
2025-12-31 $10,435 53
2025-09-30 $10,472 53
2025-06-30 $12,088 53
2025-03-31 $12,932 53