Position in WSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$248,832
+$41,945 QoQ
Shares Held
684
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $2,076,641 across 3 Industrial Distribution names.
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,832 | 684 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,887 | 614 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||