Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$230,451
+$18,726 QoQ
Shares Held
553
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#574
of 782 holders
Holding Since
Mar 2026
2 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, 2026Biltmore Family Office, LLC holds $721,649 across 3 Industrial Distribution names. WSO ranks #2 (31.9% of the industry book) .
All Filings in WSO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,451 | 553 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $211,725 | 582 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||