Position in WSO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$541,749
+$64,457 QoQ
Shares Held
1,300
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#437
of 780 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $541,749 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
|
1,300 | $541,749 |
All Filings in WSO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,749 | 1,300 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $477,292 | 1,312 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $395,579 | 1,174 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $472,626 | 1,169 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||