Position in WSO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$324,136
+$131,401 QoQ
Shares Held
891
+55.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Gibbs Wealth Management holds $1,212,369 across 3 Industrial Distribution names. WSO ranks #2 (26.7% of the industry book) .
All Filings in WSO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,136 | 891 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $192,735 | 572 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $256,730 | 635 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $332,098 | 752 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,338 | 583 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $248,318 | 524 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $200,687 | 408 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||