Position in WS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,986,928
-$31,902 QoQ
Shares Held
59,170
+1.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#51
of 236 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026LeClair Wealth Partners LLC holds $1,986,928 across 1 Steel name. WS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WS |
Worthington Steel, Inc.
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|
59,170 | $1,986,928 |
All Filings in WS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,986,928 | 59,170 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $2,018,830 | 58,314 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,772,162 | 58,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,739,506 | 58,314 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,477,093 | 58,314 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,855,551 | 58,314 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||