Skip to main content
Livermore
Livermore
ZHEN

Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

WDFC holding history

WD 40 Co in every 13F filed by Howard Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDFC overviewAll 13F holders of WDFCFull Q2 2026 holdings

Shares (Q2 2026)
1,150
Value
$280.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WDFC by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,150$280.2K0.1%00.0%UnchangedHolders
Q1 20261,150$234.5K0.1%−75−6.1%ReducedHolders
Q4 20251,225$241.2K0.1%00.0%UnchangedHolders
Q3 20251,225$242.1K0.1%00.0%UnchangedHolders
Q2 20251,225$279.4K0.1%−25−2.0%ReducedHolders
Q1 20251,250$305.0K0.2%00.0%UnchangedHolders
Q4 20241,250$303.4K0.2%00.0%UnchangedHolders
Q3 20241,250$322.4K0.2%00.0%UnchangedHolders
Q2 20241,250$274.6K0.2%−25−2.0%ReducedHolders
Q1 20241,275$323.0K0.3%00.0%UnchangedHolders
Q4 20231,275$304.8K0.3%00.0%UnchangedHolders
Q3 20231,275$259.1K0.2%00.0%UnchangedHolders
Q2 20231,275$240.5K0.2%−75−5.6%ReducedHolders
Q1 20231,350$240.4K0.2%00.0%UnchangedHolders
Q4 20221,350$217.6K0.2%−50−3.6%ReducedHolders
Q3 20221,400$246.0K0.2%+1,400NewHolders
Q2 20220$00.0%−1,400−100.0%Sold outHolders
Q1 20221,400$256.0K0.1%00.0%UnchangedHolders
Q4 20211,400$342.0K0.2%00.0%UnchangedHolders
Q3 20211,400$324.0K0.2%00.0%UnchangedHolders
Q2 20211,400$358.0K0.2%00.0%UnchangedHolders
Q1 20211,400$428.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.