Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,952
+$25,547 QoQ
Shares Held
559
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#571
of 780 holders
Holding Since
Dec 2023
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, 2026Tower Wealth Partners, Inc. holds $232,952 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
559 | $232,952 |
All Filings in WSO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,952 | 559 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $207,405 | 513 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $221,693 | 502 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $250,083 | 492 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $228,414 | 482 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $237,086 | 482 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $223,744 | 483 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $208,641 | 483 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $215,091 | 502 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||