Position in WSO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$220,456
+$16,265 QoQ
Shares Held
606
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,456 | 606 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $204,191 | 606 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $37,195 | 92 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||