Position in WSO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$137,876
-$21,164 QoQ
Shares Held
379
-19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,876 | 379 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $159,040 | 472 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||