Position in WSO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$513,671
+$204,014 QoQ
Shares Held
1,412
+53.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $513,671 | 1,412 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309,657 | 919 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $616,530 | 1,301 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||