Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$915,972
+$102,538 QoQ
Shares Held
2,198
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#363
of 780 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $3,545,528 across 4 Industrial Distribution names. WSO ranks #2 (25.8% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,972 | 2,198 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $813,434 | 2,236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $742,637 | 2,204 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,295,377 | 3,204 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,835,814 | 4,157 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,030,150 | 3,994 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,792,725 | 3,783 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,810,118 | 3,680 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,687,120 | 3,642 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,556,387 | 3,603 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,530,066 | 3,571 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||