Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$586,339
+$98,133 QoQ
Shares Held
1,407
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#426
of 780 holders
Holding Since
Dec 2022
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, 2026Phillips Wealth Planners LLC holds $586,339 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
|
1,407 | $586,339 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,339 | 1,407 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $488,206 | 1,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $311,341 | 924 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $293,926 | 727 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $299,859 | 679 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $345,644 | 680 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $321,297 | 678 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $400,882 | 815 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $415,526 | 897 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $453,136 | 1,049 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $434,040 | 1,013 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $503,500 | 1,333 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $505,447 | 1,325 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $402,790 | 1,266 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $307,011 | 1,231 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||