Position in GWW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,525,007
+$460,379 QoQ
Shares Held
1,121
+14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#569
of 1,357 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,711,312 across 5 Industrial Distribution names. GWW ranks #1 (41.1% of the industry book) .
All Filings in GWW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,007 | 1,121 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,064,628 | 976 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $990,885 | 982 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $916,746 | 962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,031,916 | 992 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $970,047 | 982 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $402,646 | 382 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $397,864 | 383 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $330,219 | 366 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $313,327 | 308 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||