Position in WSO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$538,415
+$34,930 QoQ
Shares Held
1,292
-6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#438
of 780 holders
Holding Since
Jun 2022
17 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, 2026ADVOCATE GROUP LLC holds $2,556,415 across 3 Industrial Distribution names. WSO ranks #2 (21.1% of the industry book) .
All Filings in WSO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,415 | 1,292 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $503,485 | 1,384 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $466,338 | 1,384 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $559,551 | 1,384 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $611,202 | 1,384 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $703,487 | 1,384 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $655,863 | 1,384 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $680,761 | 1,384 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $641,124 | 1,384 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $597,846 | 1,384 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $593,002 | 1,384 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $565,446 | 1,497 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $572,586 | 1,501 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $477,558 | 1,501 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $374,349 | 1,501 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $417,085 | 1,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $392,381 | 1,643 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||