Position in WHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,017
-$10,648 QoQ
Shares Held
660
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#331
of 455 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026RICHARDSON FINANCIAL SERVICES INC. holds $114,372 across 3 Furnishings, Fixtures & Appliances names. WHR ranks #2 (22.7% of the industry book) .
All Filings in WHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,017 | 660 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,665 | 680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $56,990 | 790 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $43,713 | 485 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $55,522 | 485 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,525 | 575 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $58,765 | 575 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $72,374 | 605 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $70,017 | 575 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||