Position in WSO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,274
+$242 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,274 | 9 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,032 | 9 | Shares | Sole | 2026-01-21 | |
| 2024-06-30 | $13,433 | 29 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,118 | 35 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,996 | 35 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,953 | 29 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,062 | 29 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,226 | 29 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||