Position in WSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$998,603
-$1,419,687 QoQ
Shares Held
2,745
-61.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $998,603 | 2,745 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,418,290 | 7,177 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,590,754 | 6,408 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||