Position in WSO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$416
+$53 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#777
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, 2026Valued Wealth Advisors LLC holds $105,056 across 5 Industrial Distribution names. WSO ranks #5 (0.4% 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 | $416 | 1 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $363 | 1 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $336 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $808 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $883 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,016 | 2 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $947 | 2 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $983 | 2 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $926 | 2 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $863 | 2 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $856 | 2 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||