Position in WDFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$487
+$80 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 383 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $295,399 across 23 Specialty Chemicals names. WDFC ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
315 | $163,466 | |
| 2 | SHW |
Sherwin Williams Co
|
55 | $18,937 | |
| 3 | SOLS |
Solstice Advanced Materials Inc.
|
122 | $10,809 | |
| 4 | PPG |
Ppg Industries Inc
|
85 | $10,309 | |
| 5 | RPM |
Rpm International Inc/De/
|
89 | $9,892 | |
| 6 | KWR |
Quaker Chemical Corp
|
61 | $9,691 | |
| 7 | ALB |
Albemarle Corp
|
70 | $9,452 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
97 | $7,684 |
All Filings in WDFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $407 | 2 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $393 | 2 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $395 | 2 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $456 | 2 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $488 | 2 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $485 | 2 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $515 | 2 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $439 | 2 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,519 | 6 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,434 | 6 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||