Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,333
+$423 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#732
of 780 holders
Holding Since
Dec 2022
15 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, 2026LGT Financial Advisors LLC holds $9,503 across 2 Industrial Distribution names. WSO ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
26 | $6,170 | |
| 2 | WSO |
Watsco Inc
This page
|
8 | $3,333 |
All Filings in WSO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,333 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,910 | 8 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,695 | 8 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,234 | 8 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,532 | 8 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,066 | 8 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $58,287 | 123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,500 | 123 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $80,139 | 173 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $225,916 | 523 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $280,219 | 654 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $240,607 | 637 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $266,647 | 699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $259,300 | 815 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,843 | 1,094 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||