Position in WSO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,182
+$161 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,182 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,021 | 6 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,021 | 5 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,624 | 15 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $2,843 | 6 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||