Position in WSO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,820
+$334 QoQ
Shares Held
16
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,820 | 16 | Shares | Sole | 2026-04-20 | |
| 2022-12-31 | $5,486 | 22 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||