Position in WSO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$227,534
+$27,086 QoQ
Shares Held
546
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#577
of 780 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Legacy Trust holds $13,398,037 across 3 Industrial Distribution names. WSO ranks #3 (1.7% of the industry book) .
All Filings in WSO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,534 | 546 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $200,448 | 551 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $224,790 | 556 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $245,540 | 556 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $282,614 | 556 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $274,856 | 580 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $285,290 | 580 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $268,679 | 580 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $250,542 | 580 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $248,512 | 580 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $219,077 | 580 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $221,252 | 580 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||