Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,500
+$1,827 QoQ
Shares Held
6
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#742
of 780 holders
Holding Since
Sep 2023
5 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, 2026Lloyd Advisory Services, LLC. holds $5,110 across 2 Industrial Distribution names. WSO ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
11 | $2,610 | |
| 2 | WSO |
Watsco Inc
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|
6 | $2,500 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,500 | 6 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $673 | 2 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,146,880 | 2,655 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $203,094 | 474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $668,942 | 1,771 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||