Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,083
+$1,275 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 780 holders
Holding Since
Jun 2023
3 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, 2026Asset Dedication, LLC holds $42,194 across 6 Industrial Distribution names. WSO ranks #4 (4.9% of the industry book) .
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,083 | 5 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $808 | 2 | Shares | Sole | 2025-11-20 | |
| 2023-06-30 | $19,073 | 50 | Shares | Sole | 2023-08-22 | |
| No filing history on record for this holder in this stock. | ||||||