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Beacon Financial Advisory LLC → WOR
Beacon Financial Advisory LLC WOR Position History
Worthington Enterprises, Inc. • Basic Materials
Quarters held
5
Latest value
$407K
Q3 2026
Peak value
$407K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $379K |
| Q4 2025 | $352K |
| Q1 2026 | $357K |
| Q2 2026 | $368K |
| Q3 2026 | $407K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $407K | 6.8K | — | — |
| Q2 2026 | $368K | 6.8K | — | — |
| Q1 2026 | $357K | 6.8K | — | — |
| Q4 2025 | $352K | 6.8K | — | — |
| Q3 2025 | $379K | 6.8K | — | — |
Other funds holding WOR
Other Beacon Financial Advisory LLC positions
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