Security key
96327X200
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 606,295
- Share change
- +37,017
- Total reported value
- $7,860,861
- Reported price per share
- $13.24
- Number of holders
- 21
- Value change
- +$489,663
- Number of buys
- 9
- Number of sells
- 4
Security identity
Holder snapshot
Report period
Q4 2024
Institutions
21
Top holders
10
WFCF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Where Food Comes From, Inc. SEC filings
Where Food Comes From, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 96327X200
Recent filing periods:
Ownership snapshot
Top reported holders of WFCF - Where Food Comes From, Inc. - COM NEW (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Yorkmont Capital Partners...
13D/G signal
Yorkmont Capital Partners...
Evidence rows
15
Latest as of
31 Dec 2024
13D/G
13F
3/4/5
Lead comparable stake: 13%
13D/G row: Yorkmont Capital Partners, LP
Showing 1-6 of 15 holder rows.
Rank 1 holder
Yorkmont Capital Partners, LP
13D/G
- Ownership
- 13%
- Position
- $1.97M
Rank 2 holder
1620 INVESTMENT ADVISORS, INC.
13F
- Ownership
- 0%
- Position
- $2.4K
Rank 3 holder
Michael Duane Smith
3/4/5
- Ownership
- —
- Position
- $4.56M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Yorkmont Capital Partners, LP |
13D/G
Rein Graeme P.
|
13%
|
$1,971,491
668,302 shares
|
$0 | 31 Dec 2024 |
| 1620 INVESTMENT ADVISORS, INC. |
13F
Company
|
0%
|
$2,425
225 shares
|
— | 30 Sep 2024 |
| Michael Duane Smith |
3/4/5
Director, 10%+ Owner
|
—
class O/S missing
|
$4,555,129
615,558 shares
|
— | 10 Nov 2023 |
| Sanctuary Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$2,222,546
193,097 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,684,688
156,279 shares
|
— | 30 Sep 2024 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$715,122
66,338 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
21
Shares
606,295
Rows available
21
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
16
Q4 2024 holders
21
Holder diff
5
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend