Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$275,041
+$34,940 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 782 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026World Investment Advisors holds $5,275,536 across 6 Industrial Distribution names. WSO ranks #5 (5.2% of the industry book) .
All Filings in WSO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,041 | 660 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,101 | 660 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $204,865 | 608 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $210,639 | 521 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $260,113 | 589 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||