Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$473,822
+$84,465 QoQ
Shares Held
1,137
+48.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#458
of 780 holders
Holding Since
Dec 2023
7 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, 2026International Private Wealth Advisors LLC holds $473,822 across 1 Industrial Distribution name. WSO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
1,137 | $473,822 |
All Filings in WSO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,822 | 1,137 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $389,357 | 766 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $370,581 | 782 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $380,223 | 773 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $374,297 | 808 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,983 | 1,088 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $284,504 | 664 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||