Position in WOR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$764,897
+$51,727 QoQ
Shares Held
14,228
+4.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#114
of 286 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $764,897 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
|
14,228 | $764,897 |
All Filings in WOR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,897 | 14,228 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $713,170 | 13,678 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $705,168 | 13,674 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $758,159 | 13,663 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $868,876 | 13,653 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $651,771 | 13,012 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $472,977 | 11,792 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $474,022 | 11,436 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $599,529 | 12,667 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $787,645 | 12,657 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $728,755 | 12,663 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $781,280 | 12,638 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $912,279 | 13,132 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $847,949 | 13,116 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $650,653 | 13,089 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $498,795 | 13,078 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $520,777 | 11,809 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $606,534 | 11,798 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $644,386 | 11,789 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $680,832 | 12,919 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $789,895 | 12,911 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $872,370 | 13,003 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $663,056 | 12,915 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $565,333 | 13,863 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $524,437 | 14,060 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $356,553 | 13,583 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||