Position in WSO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$242,647
-$28,934 QoQ
Shares Held
667
-17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,647 | 667 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $271,581 | 806 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,018 | 888 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $372,727 | 844 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $468,144 | 921 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||