Position in WK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,735
-$84,067 QoQ
Shares Held
7,560
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#180
of 301 holders
Holding Since
Dec 2024
7 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, 2026Investor's Fiduciary Advisor Network, LLC holds $892,172 across 3 Software - Application names. WK ranks #1 (41.1% of the industry book) .
All Filings in WK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,735 | 7,560 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $450,802 | 7,560 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $652,050 | 7,560 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $650,764 | 7,560 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $517,482 | 7,560 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $573,879 | 7,560 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $827,820 | 7,560 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||