Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$401,310
+$196,861 QoQ
Shares Held
963
+71.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#487
of 780 holders
Holding Since
Jun 2023
8 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, 2026Impact Partnership Wealth, LLC holds $838,487 across 3 Industrial Distribution names. WSO ranks #1 (47.9% of the industry book) .
All Filings in WSO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,310 | 963 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $204,449 | 562 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $239,571 | 711 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $396,947 | 807 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $213,393 | 494 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,570 | 13 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,295 | 480 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,433 | 9 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||