Position in WSO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$11,277
+$832 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,277 | 31 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,445 | 31 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,533 | 31 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,690 | 31 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,757 | 31 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||