Position in WSO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,637
+$238 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 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, 2026JNBA Financial Advisors holds $408,678 across 3 Industrial Distribution names.
All Filings in WSO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,637 | 10 | Shares | Sole | 2026-04-23 | |
| 2023-09-30 | $3,399 | 9 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,433 | 9 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $4,537 | 19 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,788 | 19 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,944 | 19 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,027 | 19 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,446 | 19 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,954 | 19 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||