Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,666
-$2,335 QoQ
Shares Held
4
-63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#750
of 782 holders
Holding Since
Jun 2024
9 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, 2026Addison Advisors LLC holds $11,194 across 3 Industrial Distribution names. WSO ranks #2 (14.9% of the industry book) .
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666 | 4 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,001 | 11 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,706 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,851 | 12 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,065 | 16 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,591 | 11 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,212 | 11 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,410 | 11 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,095 | 11 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||