Position in WSO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$0
-$237,195 QoQ
Shares Held
650
-7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WSO-B | — | 650 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 WSO-B | $237,195 | 700 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 WSO-B | — | 700 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 WSO-B | $306,236 | 700 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 WSO-B | — | 700 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 WSO-B | — | 700 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||