Position in WSO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$270,457
+$39,087 QoQ
Shares Held
649
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#553
of 782 holders
Holding Since
Mar 2023
14 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, 2026Checchi Capital Advisers, LLC holds $2,216,999 across 4 Industrial Distribution names. WSO ranks #4 (12.2% of the industry book) .
All Filings in WSO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,457 | 649 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $231,370 | 636 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $221,376 | 657 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,646 | 662 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $306,042 | 693 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $373,600 | 735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $329,827 | 696 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $340,380 | 692 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $320,562 | 692 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $298,923 | 692 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $297,786 | 695 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $242,873 | 643 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $277,710 | 728 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $233,529 | 734 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||