Position in WDFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,923
+$476 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 383 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $81,233 across 5 Specialty Chemicals names. WDFC ranks #3 (3.6% of the industry book) .
All Filings in WDFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,923 | 12 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,447 | 12 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,362 | 12 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,371 | 12 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,737 | 12 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,928 | 12 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,912 | 12 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||