Position in WSO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$46,257
+$6,241 QoQ
Shares Held
111
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 780 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $168,517 across 6 Industrial Distribution names. WSO ranks #2 (27.4% of the industry book) .
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,257 | 111 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $40,016 | 110 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $36,727 | 109 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,068 | 109 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $46,811 | 106 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $53,879 | 106 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $50,232 | 106 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||