Position in WSO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,423
-$1,505 QoQ
Shares Held
109
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#640
of 780 holders
Holding Since
Jun 2024
9 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, 2026Elevated Capital Advisors, LLC holds $52,536 across 4 Industrial Distribution names. WSO ranks #1 (86.5% of the industry book) .
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,423 | 109 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $46,928 | 129 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $784,419 | 2,328 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $809,812 | 2,003 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $847,027 | 1,918 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $974,919 | 1,918 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $862,953 | 1,821 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $896,697 | 1,823 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $856,994 | 1,850 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||