LMG Wealth Partners, LLC

Position in WLDN — Willdan Group, Inc.

CIK 1965772 SHREVEPORT, LA

Position in WLDN

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,713,106

-$362,789 QoQ

Shares Held

22,376

+11.7% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

LMG Wealth Partners, LLC holds $7,388,850 across 3 Engineering & Construction names. WLDN ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	11,115	$4,526,806
2	WLDN	Willdan Group, Inc. This page	22,376	$1,713,106
3	DY	Dycom Industries Inc	3,391	$1,148,938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,713,106	22,376	+11.7%	Shares	Sole	2026-04-17
2025-12-31	$2,075,895	20,026	+2.8%	Shares	Sole	2026-02-02
2025-09-30	$1,884,101	19,486	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.