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Workiva Inc equity us cm shares owned by Capital Wealth Planning

Quarter-by-quarter ownership of Workiva Inc equity us cm (WK) shares owned by Capital Wealth Planning from 13F filings

Historical chart of Capital Wealth Planning investment in Workiva Inc equity us cm

Tip: Access up to 7 years of quarterly data

All positions including Workiva Inc equity us cm held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva Inc equity us cm by Capital Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $205k 3.0k 68.45
2025-03-31 $228k 3.0k 75.91
2024-12-31 $329k 3.0k 109.50