Position in WSO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,417
+$1,780 QoQ
Shares Held
13
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#716
of 780 holders
Holding Since
Jun 2024
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $197,778 across 7 Industrial Distribution names. WSO ranks #7 (2.7% of the industry book) .
All Filings in WSO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,417 | 13 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,637 | 10 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $404 | 1 | Shares | Sole | 2025-10-14 | |
| 2024-06-30 | $3,242 | 7 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||