Position in WSO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$206,268
-$134,916 QoQ
Shares Held
567
-70.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,268 | 567 | Shares | Defined | 2026-05-14 | |
| 2020-06-30 | $341,184 | 1,920 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||