J. Derek Lewis & Associates Inc.
Position in WLDN — Willdan Group, Inc.
CIK 2077884
NEWPORT BEACH, CA
Position in WLDN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$829,521
+$26,637 QoQ
Shares Held
10,487
0.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#100
of 243 holders
Holding Since
Dec 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, 2026J. Derek Lewis & Associates Inc. holds $1,431,261 across 3 Engineering & Construction names. WLDN ranks #1 (58.0% of the industry book) .
All Filings in WLDN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,521 | 10,487 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $802,884 | 10,487 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $1,152,388 | 11,117 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||