Position in WSO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,043,906
+$681,209 QoQ
Shares Held
3,373
+238.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#348
of 780 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,711,312 across 5 Industrial Distribution names. WSO ranks #2 (28.1% of the industry book) .
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 WSO-B | — | 868 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,043,906 | 2,505 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $362,697 | 997 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $366,262 | 1,087 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $298,775 | 739 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||