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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

WK holding history

Workiva Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WK overviewAll 13F holders of WKFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2022
Holdings of WK by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−345−100.0%Sold outHolders
Q1 2025345$26.2K<0.1%+345NewHolders
Q2 20230$00.0%−100,896−100.0%Sold outHolders
Q1 2023100,896$10.3M0.1%+110.0%AddedHolders
Q4 2022100,885$8.47M0.1%−335−0.3%ReducedHolders
Q3 2022101,220$7.88M0.1%+101,220NewHolders