Position in WLDN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$520,478
+$211,468 QoQ
Shares Held
6,580
+120.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#123
of 243 holders
Holding Since
Sep 2025
3 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, 2026Falcon Wealth Planning holds $766,239 across 2 Engineering & Construction names. WLDN ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLDN |
Willdan Group, Inc.
This page
|
6,580 | $520,478 | |
| 2 | FIX |
Comfort Systems USA Inc
|
124 | $245,761 |
All Filings in WLDN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,478 | 6,580 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $309,010 | 2,981 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $305,250 | 3,157 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||