Position in GWW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$625,784
+$151,282 QoQ
Shares Held
460
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#764
of 1,362 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,207,037 across 3 Industrial Distribution names. GWW ranks #1 (51.8% of the industry book) .
All Filings in GWW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,784 | 460 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $474,502 | 435 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $431,873 | 428 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $360,218 | 378 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $362,003 | 348 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $252,884 | 256 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $246,647 | 234 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||