Willdan shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Willdan (WLDN) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Willdan
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Quarterly reported holdings in Willdan by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $533k | 7.0k | 76.56 |
| 2025-06-30 | $433k | 6.9k | 62.51 |
| 2025-03-31 | $282k | 6.9k | 40.72 |
| 2024-12-31 | $264k | 6.9k | 38.09 |
| 2024-09-30 | $284k | 6.9k | 40.95 |
| 2024-03-31 | $201k | 6.9k | 28.99 |
| 2022-03-31 | $213k | 6.9k | 30.75 |
| 2021-12-31 | $244k | 6.9k | 35.23 |
| 2021-09-30 | $246k | 6.9k | 35.52 |
| 2021-06-30 | $261k | 6.9k | 37.68 |
| 2021-03-31 | $284k | 6.9k | 41.00 |
| 2020-12-31 | $289k | 6.9k | 41.73 |
| 2019-12-31 | $483k | 15k | 33.13 |
| 2019-09-30 | $408k | 15k | 27.91 |
| 2019-06-30 | $487k | 15k | 33.16 |
| 2019-03-31 | $1.1M | 29k | 37.07 |
| 2018-12-31 | $1.0M | 29k | 35.21 |
| 2018-09-30 | $1.6M | 43k | 37.58 |
| 2018-06-30 | $1.3M | 43k | 30.96 |
| 2018-03-31 | $1.2M | 43k | 28.36 |
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