COLDSTREAM CAPITAL MANAGEMENT INC
Position in WOR — Worthington Enterprises, Inc.
CIK 1082339
BELLEVUE, WA
Position in WOR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$232,127
-$4,218 QoQ
Shares Held
4,452
-2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $2,934,712 across 5 Metal Fabrication names.
All Filings in WOR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,127 | 4,452 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $236,345 | 4,583 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $256,197 | 4,617 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $141,804 | 2,831 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,064,601 | 25,684 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,097,393 | 23,186 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,405,464 | 22,585 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,248,201 | 21,689 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $201,323 | 2,898 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||