DONALDSON CAPITAL MANAGEMENT, LLC
Holdings in WSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $37,041,250 | 109,931 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $50,452,192 | 124,789 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $37,300,550 | 84,463 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $757,875 | 1,491 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $664,867 | 1,403 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $702,896 | 1,429 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $719,411 | 1,553 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,203,036 | 2,785 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $1,214,283 | 2,834 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $1,084,434 | 2,871 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $978,089 | 2,564 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $868,576 | 2,730 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $576,114 | 2,310 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $573,878 | 2,229 | Shares | Sole | 2022-10-13 |
| 2022-06-30 | $554,540 | 2,322 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $612,021 | 2,009 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $598,226 | 1,912 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $437,946 | 1,655 | Shares | Sole | 2021-11-04 |
| 2021-06-30 | $491,587 | 1,715 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $444,057 | 1,703 | Shares | Sole | 2021-05-05 |
| 2020-12-31 | $394,650 | 1,742 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $585,718 | 2,515 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $545,894 | 3,072 | Shares | Sole | 2020-07-27 |
| 2020-03-31 | $495,898 | 3,138 | Shares | Sole | 2020-04-16 |