Position in WFRD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,780
-$1,569 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#340
of 425 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Clearstead Trust, LLC holds $261,346 across 7 Oil & Gas Equipment & Services names. WFRD ranks #5 (3.7% of the industry book) .
All Filings in WFRD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,780 | 120 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,349 | 120 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,391 | 120 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,211 | 120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,037 | 120 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,927 | 36 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||