Position in WSO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$317,131
+$40,287 QoQ
Shares Held
761
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#524
of 782 holders
Holding Since
Mar 2023
14 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, 2026Heartwood Wealth Advisors LLC holds $317,131 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
761 | $317,131 |
All Filings in WSO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,131 | 761 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $276,844 | 761 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $256,418 | 761 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $307,672 | 761 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $336,072 | 761 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $386,816 | 761 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $360,630 | 761 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $374,320 | 761 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $352,525 | 761 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $328,729 | 761 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $326,065 | 761 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $287,444 | 761 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $276,184 | 724 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $202,031 | 635 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||