Position in WSO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$42,089
-$9,117,327 QoQ
Shares Held
101
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 780 holders
Holding Since
Sep 2022
11 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, 2026Buck Wealth Strategies, LLC holds $46,772 across 4 Industrial Distribution names. WSO ranks #1 (90.0% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,089 | 101 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $9,159,416 | 22,655 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,470,099 | 21,444 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,726,828 | 19,136 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,269,380 | 17,450 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,629,066 | 13,477 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,988,438 | 15,086 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $7,050,045 | 16,454 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,969,864 | 15,805 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,962,376 | 15,630 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $3,749,129 | 14,562 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||