Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$482,990
-$486 QoQ
Shares Held
1,159
-12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#455
of 780 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $2,199,201 across 4 Industrial Distribution names. WSO ranks #3 (22.0% of the industry book) .
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,990 | 1,159 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $483,476 | 1,329 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $354,134 | 1,051 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $452,816 | 1,120 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $489,756 | 1,109 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $617,584 | 1,215 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $566,772 | 1,196 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $577,959 | 1,175 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $541,064 | 1,168 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $619,876 | 1,435 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $731,398 | 1,707 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $593,020 | 1,570 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $490,570 | 1,286 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $460,695 | 1,448 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $361,380 | 1,449 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||