BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in WLDN — Willdan Group, Inc.
CIK 1352860
BLUE BELL, PA
Position in WLDN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,220
-$2,129 QoQ
Shares Held
66
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 241 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLDN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $685,719 across 6 Engineering & Construction names. WLDN ranks #6 (0.8% of the industry book) .
All Filings in WLDN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220 | 66 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,349 | 96 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,390 | 52 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,027 | 52 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||