Number of Shares
27,466
Previous 99,742 72.46%
Holding current value
$1.39 Million
Previous $5.06 Million 72.46%
% of portfolio
0.83%
Previous 3.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

SELL
N/A
-72,276 Reduced 72.46%
27,466 $1.39 Million
Q1 2025

May 09, 2025

BUY
N/A
787 Added 0.8%
99,742 $5.06 Million
Q4 2024

Feb 07, 2025

BUY
N/A
98,955 New
98,955 $5.01 Million
Track This Portfolio

Track Warburton Capital Management, LLC Portfolio

Follow Warburton Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warburton Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warburton Capital Management, LLC with notifications on news.