Position in WSO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$30,004
+$5,631 QoQ
Shares Held
72
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#650
of 780 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $33,558 across 2 Industrial Distribution names. WSO ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
72 | $30,004 | |
| 2 | FAST |
Fastenal Co
|
74 | $3,554 |
All Filings in WSO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,004 | 72 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $24,373 | 67 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,575 | 67 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $21,427 | 53 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,405 | 53 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,773 | 33 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $15,638 | 33 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $41,317 | 84 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $38,912 | 84 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $44,924 | 104 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $40,276 | 94 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $44,193 | 117 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $53,405 | 140 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $34,361 | 108 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $25,937 | 104 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $26,775 | 104 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $24,837 | 104 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $31,682 | 104 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $29,810 | 104 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $27,118 | 104 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $23,561 | 104 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||