Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,501
-$10,781 QoQ
Shares Held
30
-53.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 782 holders
Holding Since
Sep 2023
12 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, 2026Hartford Financial Management Inc. holds $77,701 across 3 Industrial Distribution names. WSO ranks #3 (16.1% of the industry book) .
All Filings in WSO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,501 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,282 | 64 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $17,521 | 52 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,236 | 55 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $24,289 | 55 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $33,547 | 66 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $30,802 | 65 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $33,939 | 69 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $25,478 | 55 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,421 | 82 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $32,135 | 75 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $18,508 | 49 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||