Summit Financial Strategies, Inc.
Position in WOR — Worthington Enterprises, Inc.
CIK 1625246
Columbus, OH
Position in WOR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$721,943
+$21,755 QoQ
Shares Held
13,429
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#119
of 287 holders
Holding Since
Jun 2020
23 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, 2026Summit Financial Strategies, Inc. holds $721,943 across 1 Metal Fabrication name. WOR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WOR |
Worthington Enterprises, Inc.
This page
|
13,429 | $721,943 |
All Filings in WOR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,943 | 13,429 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $700,188 | 13,429 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $692,533 | 13,429 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $745,175 | 13,429 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $854,748 | 13,431 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $672,758 | 13,431 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $535,949 | 13,362 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $556,714 | 13,431 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $737,685 | 15,586 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $965,685 | 15,518 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $896,916 | 15,585 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,018,050 | 16,468 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,095,679 | 15,772 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,301,339 | 20,129 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,187,818 | 23,895 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,129,211 | 29,607 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,242,078 | 28,165 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,449,451 | 28,194 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,541,027 | 28,193 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,256,159 | 23,836 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,686,305 | 27,563 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $426,995 | 8,317 | Shares | Sole | 2021-02-05 | |
| 2020-06-30 | $310,224 | 8,317 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||