Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,501
+$1,588 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 780 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $794,585 across 3 Industrial Distribution names. WSO ranks #3 (1.6% of the industry book) .
All Filings in WSO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,501 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,913 | 30 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $10,108 | 30 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $20,215 | 50 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $22,081 | 50 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $25,415 | 50 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $23,694 | 50 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $29,512 | 60 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $27,794 | 60 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $25,918 | 60 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $34,277 | 80 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||