CI Private Wealth, LLC

SEC CIK: 0001948780
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

WLDN holding history

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

WLDN overview All 13F holders of WLDN Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of WLDN by CI Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−3,616−100.0%	Sold out	Holders
Q3 2025	3,616	$349.6K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	3,616	$226.0K	<0.1%	+3,616	New	Holders