Position in WSO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,523,306
+$397,759 QoQ
Shares Held
9,685
+4.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,523,306 | 9,685 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,125,547 | 9,276 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||