Position in WSO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$400,169
-$4,171 QoQ
Shares Held
1,100
-8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,169 | 1,100 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $404,340 | 1,200 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $161,720 | 400 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,589,832 | 3,600 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,372,410 | 2,700 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,421,670 | 3,000 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,475,640 | 3,000 | Shares | Defined | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||