ELEVATION POINT WEALTH PARTNERS, LLC

Position in WLDN — Willdan Group, Inc.

CIK 1744349 DENVER, CO

Position in WLDN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$549,586

+$16,729 QoQ

Shares Held

6,948

-0.2% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#116

of 241 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,291,424 across 12 Engineering & Construction names. WLDN ranks #8 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	3,125	$2,250,125
2	STRL	Sterling Infrastructure, Inc.	1,409	$1,182,658
3	EME	EMCOR Group, Inc.	1,366	$1,133,616
4	FIX	Comfort Systems USA Inc	532	$1,054,397
5	APG	APi Group Corp	23,520	$996,072
6	ACM	Aecom	14,236	$993,672
7			1,633	$578,947
8	WLDN	Willdan Group, Inc. This page	6,948	$549,586

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,586	6,948	-0.2%	Shares	Sole	2026-08-12
2026-03-31	$532,857	6,960	+0.5%	Shares	Sole	2026-04-27
2025-06-30	$432,944	6,926	0.0%	Shares	Sole	2026-02-03
2025-03-31	$282,026	6,926	0.0%	Shares	Sole	2026-02-03
2024-12-31	$263,811	6,926	0.0%	Shares	Sole	2026-02-03
2024-09-30	$283,619	6,926	0.0%	Shares	Sole	2026-02-03
2024-03-31	$200,784	6,926	0.0%	Shares	Sole	2026-02-03
2022-03-31	$212,558	6,926	0.0%	Shares	Sole	2022-05-03
2021-12-31	$243,795	6,926	0.0%	Shares	Sole	2022-02-02
2021-09-30	$246,496	6,926	0.0%	Shares	Sole	2021-11-02
2021-06-30	$260,694	6,926	0.0%	Shares	Sole	2021-08-04
2021-03-31	$284,312	6,926	0.0%	Shares	Sole	2021-05-04
2020-12-31	$288,814	6,926	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.