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Penn Capital Management Company, LLC: WFRD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Penn Capital Management Company, LLC on WFRD, newest first. How the timeline and the estimate are built.

Penn Capital Management Company, LLC held 227,001 WFRD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,001 shares
    Change vs previous 13F -11,027 shares

    1.18% of the 13F portfolio, value $18,536,482.

    13F-HR 0001420506-26-001347 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 238,028 shares
    Change vs previous 13F -49,037 shares

    1.75% of the 13F portfolio, value $22,571,027.

    13F-HR 0001420506-26-000814 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 287,065 shares
    Change vs previous 13F -37,927 shares

    1.8% of the 13F portfolio, value $22,527,353.

    13F-HR 0001420506-26-000232 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 324,992 shares
    Change vs previous 13F +24,240 shares

    1.71% of the 13F portfolio, value $22,296,535.

    13F-HR 0001420506-25-003479 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 300,752 shares
    Change vs previous 13F +35,425 shares

    1.31% of the 13F portfolio, value $15,170,913.

    13F-HR 0001420506-25-002135 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 265,327 shares
    Change vs previous 13F +83,000 shares

    1.39% of the 13F portfolio, value $14,247,926.

    13F-HR 0001420506-25-001104 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 182,327 shares
    Change vs previous 13F -28,819 shares

    1.28% of the 13F portfolio, value $13,060,048.

    13F-HR 0001420506-25-000531 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 211,146 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $17,986,843.

    13F-HR 0001420506-24-002569 filed by Penn Capital Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).