Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,667
+$119 QoQ
Shares Held
16
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
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, 2026Strategic Wealth Partners, Ltd. holds $4,447,195 across 6 Industrial Distribution names. WSO ranks #6 (0.1% 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 | $6,667 | 16 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,548 | 18 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,391 | 16 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $6,468 | 16 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,065 | 16 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||