Position in WSO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$344,145
+$4,163 QoQ
Shares Held
946
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TRUST POINT INC. holds $10,514,322 across 3 Industrial Distribution names.
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,145 | 946 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $339,982 | 1,009 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $425,323 | 1,052 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $428,813 | 971 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $722,802 | 1,422 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $754,906 | 1,593 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||