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RIA Advisory Group LLC

Position in WK — Workiva Inc

CIK 1958384 Des Moines, IA

Position in WK

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$205,127
-$91,573 QoQ
Shares Held
3,440
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WK Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

RIA Advisory Group LLC holds $867,206 across 2 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in WK

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $205,127 3,440
2025-12-31 $296,700 3,440
2025-09-30 $304,551 3,538
2025-06-30 $242,313 3,540
2025-03-31 $299,085 3,940
2024-12-31 $442,708 4,043
2024-09-30 $328,031 4,146
2024-03-31 $403,732 4,761
2023-09-30 $503,558 4,969
2023-06-30 $435,816 4,287
2023-03-31 $500,682 4,889
2022-12-31 $427,071 5,086