Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,595,963
+$547,040 QoQ
Shares Held
8,629
+3.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#231
of 780 holders
Holding Since
Jun 2024
9 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $18,367,997 across 7 Industrial Distribution names. WSO ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
150,281 | $7,217,996 | |
| 2 | MSM |
Msc Industrial Direct Co Inc
|
35,652 | $4,240,805 | |
| 3 | WSO |
Watsco Inc
This page
|
8,629 | $3,595,963 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
5,332 | $1,265,443 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
672 | $914,188 | |
| 6 | WCC |
Wesco International Inc
|
1,788 | $617,628 | |
| 7 | POOL |
Pool Corp
|
2,401 | $515,974 |
All Filings in WSO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,595,963 | 8,629 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,048,923 | 8,381 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,884,561 | 5,593 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,205,860 | 5,456 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,333,961 | 5,285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,737,195 | 5,385 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,452,854 | 5,176 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,522,360 | 5,128 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,285,162 | 4,933 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||