Position in WSO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$66,676
+$8,470 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#629
of 780 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $139,977 across 6 Industrial Distribution names. WSO ranks #1 (47.6% of the industry book) .
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,676 | 160 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,206 | 160 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $53,912 | 160 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $64,688 | 160 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $70,659 | 160 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $81,328 | 160 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||