Provenance Wealth Advisors, LLC
Position in FIX — Comfort Systems USA Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in FIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,837
+$5,427 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,261
of 1,341 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $104,619 across 3 Engineering & Construction names. FIX ranks #2 (17.0% of the industry book) .
All Filings in FIX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,837 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,410 | 9 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,399 | 9 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,426 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,825 | 9 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,900 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $3,816 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $3,513 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $2,737 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $2,859 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,851 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,363 | 8 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||