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Belpointe Asset Management LLC

Position in WLDN — Willdan Group, Inc.

CIK 1721242 RENO, NV

Position in WLDN

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$268,465
-$329,621 QoQ
Shares Held
3,394
-56.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#162
of 243 holders
Holding Since
Mar 2026
2 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, 2026

Belpointe Asset Management LLC holds $5,817,372 across 7 Engineering & Construction names. WLDN ranks #7 (4.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 WLDN
Willdan Group, Inc.
This page
3,394 $268,465

All Filings in WLDN

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $268,465 3,394
2026-03-31 $598,086 7,812