Position in WSO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,556,903
+$197,784 QoQ
Shares Held
3,736
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#306
of 780 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Capital Investment Advisory Services, LLC holds $2,266,269 across 3 Industrial Distribution names. WSO ranks #1 (68.7% of the industry book) .
All Filings in WSO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,556,903 | 3,736 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,359,119 | 3,736 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,258,508 | 3,735 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,510,060 | 3,735 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,649,450 | 3,735 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,898,500 | 3,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,769,979 | 3,735 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,837,171 | 3,735 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,730,201 | 3,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,505,415 | 3,485 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,493,217 | 3,485 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,316,354 | 3,485 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,329,422 | 3,485 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $869,159 | 3,485 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $897,248 | 3,485 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $832,287 | 3,485 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $757,030 | 2,485 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $777,506 | 2,485 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $657,580 | 2,485 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $712,300 | 2,485 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $647,963 | 2,485 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $339,825 | 1,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $349,335 | 1,500 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $266,550 | 1,500 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||