Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,001
+$8,546 QoQ
Shares Held
24
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 780 holders
Holding Since
Sep 2020
14 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, 2026Crewe Advisors LLC holds $236,327 across 4 Industrial Distribution names. WSO ranks #3 (4.2% of the industry book) .
All Filings in WSO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,001 | 24 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,455 | 4 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,347 | 4 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,617 | 4 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,766 | 4 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,033 | 4 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,895 | 4 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,967 | 4 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,852 | 4 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $11,140 | 26 | Shares | Sole | 2024-02-09 | |
| 2021-06-30 | $3,153 | 11 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,647 | 37 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $8,382 | 37 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,616 | 37 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||