WLDN β€” WILLDAN GROUP INC

Ownership history in AJOVista, LLC  Β·  2 quarters on record

AI Ownership Summary

AJOVista, LLC reported WILLDAN GROUP INC (WLDN) in 2 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.2% in 2024 Q3. The latest visible filing shows WLDN at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AJOVista, LLC's position in WILLDAN GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

WLDN was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AJOVista, LLC held WLDN β€” position size vs. price
% of Fund (quarterly)    WLDN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 6,831 +5,985 +707.4% 1.20% $280K 2024-11-14 (Est.) $42.44
2023 Q4 INITIATED 846 β€” β€” 0.02% $18K 2024-02-06 $19.55

FAQ About AJOVista, LLC and WLDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AJOVista, LLC reported owning WLDN?

AJOVista, LLC reported WLDN across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported WLDN position in AJOVista, LLC's portfolio?

The largest reported portfolio weight for WLDN was 1.20% in 2024 Q3.

What is the latest reported WLDN position on this page?

The most recent filing on this page is 2024 Q3, when AJOVista, LLC reported 6,831 shares, equal to 1.20% of portfolio, with an estimated market value of $280K.

What does the chart on this WLDN ownership page compare?

The chart compares AJOVista, LLC's quarterly WLDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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