Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,969
+$44,205 QoQ
Shares Held
835
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#514
of 782 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $1,232,811 across 3 Industrial Distribution names. WSO ranks #2 (28.2% of the industry book) .
All Filings in WSO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,969 | 835 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $303,764 | 835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $281,353 | 835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $337,590 | 835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $368,752 | 835 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||