13F

Stock

Willdan Group, Inc.

WLDN · held by 3 managers

Reported value

$1.15M

Holders

3

+1 new · −0 exited

Holders’ est. mark

−$69.3K

Price effect on 2 books still in the name

Largest holder

$873.2K

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC22.9K$873.2K−$49.5KAdded$164.7K
ELEVATION POINT WEALTH PARTNERS, LLC6.93K$263.8K−$19.8KCut−$19.8K
Prestige Wealth Management Group LLC300$11.4KNew

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.