Position in WOR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,795
+$553 QoQ
Shares Held
52
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 286 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $350,787 across 7 Metal Fabrication names. WOR ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
|
1,378 | $271,603 | |
| 2 | CRS |
Carpenter Technology Corp
|
62 | $38,244 | |
| 3 | MLI |
Mueller Industries Inc
|
602 | $18,500 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
212 | $13,303 | |
| 5 | ESAB |
ESAB Corp
|
61 | $6,016 | |
| 6 | WOR |
Worthington Enterprises, Inc.
This page
|
52 | $2,795 | |
| 7 | PRLB |
Proto Labs Inc
|
4 | $326 |
All Filings in WOR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,795 | 52 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,242 | 43 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,578 | 50 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,219 | 40 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,545 | 40 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,053 | 41 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,684 | 42 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,740 | 42 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,940 | 41 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,551 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,359 | 41 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,534 | 41 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,848 | 41 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,650 | 41 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,087 | 42 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,411 | 37 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,116 | 48 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,883 | 95 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,263 | 78 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,478 | 66 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,037 | 66 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||