Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,751
-$707 QoQ
Shares Held
21
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#697
of 782 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, 2026Quest 10 Wealth Builders, Inc. holds $8,751 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
|
21 | $8,751 |
All Filings in WSO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,751 | 21 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,458 | 26 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,760 | 26 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,511 | 26 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,482 | 26 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $13,215 | 26 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,164 | 32 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||