Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,085
+$1,536 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#688
of 780 holders
Holding Since
Dec 2024
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, 2026IMG Wealth Management, Inc. holds $12,229 across 2 Industrial Distribution names. WSO ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
29 | $12,085 | |
| 2 | FAST |
Fastenal Co
|
3 | $144 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,085 | 29 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,549 | 29 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,521 | 52 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,832 | 54 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,964 | 52 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,740 | 29 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,742 | 29 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||