JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in WSO — Watsco Inc
CIK 2122180
AMMON, ID
Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$684,686
+$104,805 QoQ
Shares Held
1,643
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#402
of 780 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $684,686 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
|
1,643 | $684,686 |
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,686 | 1,643 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $579,881 | 1,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,733,607 | 5,145 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||