Position in POOL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$267,120
-$108,808 QoQ
Shares Held
1,243
-33.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#392
of 604 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in POOL Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Portside Wealth Group, LLC holds $1,802,761 across 3 Industrial Distribution names. POOL ranks #3 (14.8% of the industry book) .
All Filings in POOL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,120 | 1,243 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $375,928 | 1,858 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $457,728 | 2,001 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $880,288 | 2,839 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $838,878 | 2,878 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $875,462 | 2,750 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $888,148 | 2,605 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,168,079 | 3,100 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $804,282 | 2,617 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,048,696 | 2,599 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $990,794 | 2,485 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $942,952 | 2,648 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $960,951 | 2,565 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||