Position in WSO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,726,359
-$1,268,992 QoQ
Shares Held
12,992
-27.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.70%
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)
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,726,359 | 12,992 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,995,351 | 17,793 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,350,007 | 20,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,206,279 | 23,111 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,114,140 | 25,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,186,371 | 29,936 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,536,029 | 31,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,004,343 | 32,390 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,327,212 | 47,057 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,524,569 | 47,902 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,484,861 | 48,938 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,822,278 | 46,720 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,393,940 | 79,815 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,545,073 | 82,378 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,938,554 | 104,632 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,731,899 | 107,746 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $34,020,672 | 111,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,750,294 | 114,262 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $32,013,992 | 120,981 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,024,541 | 122,190 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,097,282 | 123,096 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $27,979,151 | 123,501 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $28,446,814 | 122,147 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,003,429 | 118,196 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $18,443,207 | 116,707 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||