Position in WSO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,751
+$1,112 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#696
of 782 holders
Holding Since
Dec 2025
3 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, 2026Advocate Investing Services LLC holds $28,879 across 4 Industrial Distribution names. WSO ranks #2 (30.3% of the industry book) .
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,751 | 21 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,639 | 21 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,075 | 21 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||