Position in WSO
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$888,738
+$19,071 QoQ
Shares Held
2,443
-5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Avior Wealth Management, LLC holds $245,481 across 1 Industrial Distribution name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
5,111 | $245,481 |
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,738 | 2,443 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $869,667 | 2,581 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,244,435 | 3,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,360,631 | 3,081 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,564,547 | 3,078 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,450,103 | 3,060 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,622,712 | 3,299 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,527,765 | 3,298 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,010,820 | 4,655 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,922,973 | 4,488 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,694,451 | 4,486 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,711,274 | 4,486 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,585,391 | 4,983 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,267,700 | 5,083 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,308,669 | 5,083 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,079,944 | 4,522 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,377,582 | 4,522 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,689,552 | 5,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,428,948 | 5,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,547,856 | 5,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,577,798 | 6,051 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,370,854 | 6,051 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,409,217 | 6,051 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $941,099 | 5,296 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $836,926 | 5,296 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||