Position in WSO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$482,990
+$77,365 QoQ
Shares Held
1,159
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#456
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, 2026CERTIOR FINANCIAL GROUP, LLC holds $482,990 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
|
1,159 | $482,990 |
All Filings in WSO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,990 | 1,159 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $405,625 | 1,115 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $357,503 | 1,061 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $385,702 | 954 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $415,122 | 940 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $477,802 | 940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $442,139 | 933 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||