Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in WSO — Watsco Inc
CIK 2115327
GLEN ALLEN, VA
Position in WSO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,002
New position
Shares Held
36
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#675
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $15,002 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
|
36 | $15,002 |
All Filings in WSO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,002 | 36 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||