Wealth Preservation Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1968434
CHATTANOOGA, TN
Position in FIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,826
+$43,329 QoQ
Shares Held
65
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,184
of 1,341 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $128,826 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
65 | $128,826 |
All Filings in FIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,826 | 65 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $85,497 | 62 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||