Back to WLDN
Concurrent Investment Advisors, LLC → WLDN
Concurrent Investment Advisors, LLC WLDN Position History
Willdan Group, Inc. • Services
Quarters held
8
Latest value
$594K
Q3 2026
Peak value
$594K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $494K |
| Q4 2025 | $494K |
| Q4 2025 | $581K |
| Q1 2026 | $118K |
| Q1 2026 | $440K |
| Q2 2026 | $497K |
| Q2 2026 | $128K |
| Q3 2026 | $594K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $594K | 8.0K | — | — |
| Q2 2026 | $128K | 1.6K | — | — |
| Q2 2026 | $497K | 6.3K | — | — |
| Q1 2026 | $440K | 5.7K | — | — |
| Q1 2026 | $118K | 1.5K | — | — |
| Q4 2025 | $581K | 5.6K | — | — |
| Q4 2025 | $494K | 4.8K | — | — |
| Q3 2025 | $494K | 5.1K | — | — |
Other funds holding WLDN
$29.2M
$27.7M
$27.1M
$26.7M
$26.7M