Position in WSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$322,317
-$210,146 QoQ
Shares Held
886
-32.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
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 | $322,317 | 886 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $532,463 | 1,317 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,750,678 | 8,493 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,533,541 | 3,017 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $781,444 | 1,649 | Shares | Other | 2025-02-14 | |
| 2021-03-31 | $357,488 | 1,371 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||