Position in WSO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$395,893
+$50,294 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#489
of 782 holders
Holding Since
Dec 2021
15 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, 2026Autumn Glory Partners, LLC holds $395,893 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
|
950 | $395,893 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,893 | 950 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $345,599 | 950 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $221,556 | 548 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $242,007 | 548 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $278,548 | 548 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $259,691 | 548 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $673,383 | 1,369 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $253,855 | 548 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $349,895 | 810 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $347,060 | 810 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $305,953 | 810 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $371,933 | 975 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $865,667 | 3,471 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $251,023 | 975 | Shares | Sole | 2022-10-27 | |
| 2021-12-31 | $250,304 | 800 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||