Position in WWD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$352,264
+$46,959 QoQ
Shares Held
828
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#83
of 158 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthquest Corp holds $3,287,844 across 5 Aerospace & Defense names. WWD ranks #2 (10.7% of the industry book) .
All Filings in WWD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,264 | 828 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $305,305 | 853 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $257,878 | 853 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $209,061 | 853 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $214,275 | 1,802 | Shares | Sole | 2023-08-14 | |
| 2021-09-30 | $203,986 | 1,802 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $276,480 | 2,250 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $271,417 | 2,250 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $273,442 | 2,250 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||