Position in WSO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$421,268
+$32,428 QoQ
Shares Held
1,158
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Mutual Advisors, LLC holds $2,992,485 across 4 Industrial Distribution names. WSO ranks #3 (14.1% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,268 | 1,158 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $388,840 | 1,154 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $460,093 | 1,138 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $391,275 | 886 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $457,470 | 900 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $405,175 | 855 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $364,483 | 741 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $314,076 | 678 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $295,035 | 683 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $400,619 | 935 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $262,515 | 695 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||