Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$217,533
+$16,358 QoQ
Shares Held
522
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#585
of 780 holders
Holding Since
Jun 2023
5 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, 2026Independent Wealth Network Inc. holds $217,533 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
|
522 | $217,533 |
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,533 | 522 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $201,175 | 553 | Shares | Sole | 2026-04-21 | |
| 2023-12-31 | $209,093 | 488 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $227,387 | 602 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $224,304 | 588 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||