Position in WSO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$212,089
-$29,382 QoQ
Shares Held
583
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,089 | 583 | Shares | Sole | 2026-05-08 | |
| 2024-03-31 | $241,471 | 559 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $248,084 | 579 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,343 | 586 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $220,108 | 577 | Shares | Sole | 2023-07-27 | |
| 2022-09-30 | $252,825 | 982 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||