Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$833
+$470 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#772
of 782 holders
Holding Since
Mar 2026
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, 2026Prestige Wealth Management Group LLC holds $38,429 across 5 Industrial Distribution names. WSO ranks #5 (2.2% 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 | $833 | 2 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $363 | 1 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||