Position in WSO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$129,873
+$26,093 QoQ
Shares Held
357
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,873 | 357 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $103,780 | 308 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $130,588 | 323 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||