ATWOOD & PALMER INC WKHS WORKHORSE GROUP INC

Ownership history in ATWOOD & PALMER INC  ·  11 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported WORKHORSE GROUP INC (WKHS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows WKHS at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WKHS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in WORKHORSE 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
2026 Q1

WKHS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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 2026 Q1

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 ATWOOD & PALMER INC held WKHS — position size vs. price
% of Fund (quarterly)    WKHS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1 0% 0.00% $4 2026-04-15 $2.84
2025 Q4 UNCHANGED 1 0% 0.00% $6 2026-01-28 $4.82
2025 Q3 UNCHANGED 1 0% 0.00% $2 2025-10-15 $13.20
2025 Q2 UNCHANGED 1 0% 0.00% $2 2025-07-08 $32.52
2025 Q1 REDUCED 93.3% -40.2% 1 -14 -93.3% 0.00% $2 2025-04-15 $15.48
2024 Q1 UNCHANGED 15 0% 0.00% $4 2024-04-10 $615.00
2023 Q4 UNCHANGED 15 0% 0.00% $6 2024-01-12 $960.00
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ATWOOD & PALMER INC and WKHS

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

How long has ATWOOD & PALMER INC reported owning WKHS?

ATWOOD & PALMER INC reported WKHS across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WKHS position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for WKHS was 0.00% in 2023 Q4.

What is the latest reported WKHS position on this page?

The most recent filing on this page is 2026 Q1, when ATWOOD & PALMER INC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $4.

What does the chart on this WKHS ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly WKHS 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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