Position in GWW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$48,974
+$12,978 QoQ
Shares Held
36
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,197
of 1,356 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Valued Wealth Advisors LLC holds $105,056 across 5 Industrial Distribution names. GWW ranks #1 (46.6% of the industry book) .
All Filings in GWW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,974 | 36 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,996 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,289 | 32 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $27,635 | 29 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $30,166 | 29 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,537 | 38 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,270 | 42 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $37,397 | 36 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $26,164 | 29 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $27,467 | 27 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,286 | 10 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||