Position in WSO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,238,183
+$917,696 QoQ
Shares Held
17,369
-0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#160
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $8,232,267 across 3 Industrial Distribution names. WSO ranks #1 (87.9% of the industry book) .
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,238,183 | 17,369 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,320,487 | 17,374 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,845,745 | 17,349 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,459,501 | 15,977 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,009,834 | 15,873 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,073,328 | 15,883 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,704,503 | 16,258 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,105,198 | 16,478 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,718,968 | 16,663 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,254,072 | 16,793 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,310,983 | 17,063 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,781,207 | 17,953 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,467,060 | 16,953 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,500,350 | 17,288 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,278,457 | 17,155 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $3,979,044 | 15,455 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,608,809 | 15,111 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,311,265 | 14,152 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,225,131 | 13,504 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,576,603 | 13,516 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,899,163 | 13,603 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,499,265 | 13,420 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,039,621 | 13,417 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,177,318 | 13,643 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,439,821 | 13,730 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,877,554 | 11,881 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||