Position in WSO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,667
+$847 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#710
of 780 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $6,667 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
|
16 | $6,667 |
All Filings in WSO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,667 | 16 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,820 | 16 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $6,468 | 16 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $8,530 | 18 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||