Beacon Financial Advisory LLC
Position in WOR — Worthington Enterprises, Inc.
CIK 1800502
Cleveland, OH
Position in WOR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$367,664
+$11,079 QoQ
Shares Held
6,839
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#157
of 287 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Beacon Financial Advisory LLC holds $367,664 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
|
6,839 | $367,664 |
All Filings in WOR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,664 | 6,839 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $356,585 | 6,839 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $352,171 | 6,829 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $379,218 | 6,834 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $434,915 | 6,834 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $342,064 | 6,829 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $270,742 | 6,750 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $279,787 | 6,750 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $319,477 | 6,750 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $420,052 | 6,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $388,462 | 6,750 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $417,284 | 6,750 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $468,922 | 6,750 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $436,387 | 6,750 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $335,541 | 6,750 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $257,445 | 6,750 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $297,543 | 6,747 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $346,862 | 6,747 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $368,790 | 6,747 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $355,567 | 6,747 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $412,781 | 6,747 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $272,049 | 4,055 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||