Position in WSO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$522,038
+$29,755 QoQ
Shares Held
1,435
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,038 | 1,435 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $492,283 | 1,461 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $718,845 | 1,778 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $662,871 | 1,501 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $777,699 | 1,530 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $749,693 | 1,582 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $708,704 | 1,441 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $498,909 | 1,077 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $286,217 | 668 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||