Position in WSO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,448,306
+$27,089,253 QoQ
Shares Held
65,866
+6573.4% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#76
of 780 holders
Holding Since
Jun 2022
17 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, 2026AE Wealth Management LLC holds $29,468,586 across 4 Industrial Distribution names. WSO ranks #1 (93.1% of the industry book) .
All Filings in WSO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,448,306 | 65,866 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $359,053 | 987 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $327,504 | 972 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $822,332 | 2,034 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $786,072 | 1,780 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $12,456,382 | 24,506 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $11,814,529 | 24,931 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,061,864 | 26,555 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,175,924 | 28,443 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $15,616,571 | 36,152 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $26,392,037 | 61,596 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $26,663,632 | 70,591 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $28,975,698 | 75,958 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,486,438 | 48,675 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,698,483 | 62,945 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,915,248 | 46,280 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $512,507 | 2,146 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||