Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$27,920
+$3,547 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#656
of 782 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lodestone Wealth Management LLC holds $159,633 across 3 Industrial Distribution names. WSO ranks #2 (17.5% of the industry book) .
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,920 | 67 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,373 | 67 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,575 | 67 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||