Back to WK
HB Wealth Management, LLC → WK
HB Wealth Management, LLC WK Position History
Workiva Inc. • Technology
Quarters held
1
Latest value
$288K
Q3 2026
Peak value
$288K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $288K | 4.3K | — | — |
Other funds holding WK
$1B
$505.1M
$502.5M
$442M
$418.4M
$320.5M
$319.7M
$221.9M