Position in WSO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$904,720
+$126,574 QoQ
Shares Held
2,171
+1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#366
of 780 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $1,802,761 across 3 Industrial Distribution names. WSO ranks #1 (50.2% of the industry book) .
All Filings in WSO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,720 | 2,171 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $778,146 | 2,139 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $788,125 | 2,339 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,247,264 | 3,085 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,331,042 | 3,014 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,547,264 | 3,044 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,377,124 | 2,906 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,390,052 | 2,826 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,306,800 | 2,821 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,266,968 | 2,933 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,283,696 | 2,996 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,262,340 | 3,342 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,250,840 | 3,279 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||