Position in WSO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,197
-$3,921 QoQ
Shares Held
105
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,197 | 105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,118 | 125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,537 | 125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,202 | 125 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $63,537 | 125 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $59,236 | 125 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $63,944 | 130 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $64,853 | 140 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,475 | 140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,985 | 140 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $52,880 | 140 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $53,405 | 140 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1 | 22 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,410 | 150 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $38,619 | 150 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $35,823 | 150 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $45,696 | 150 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $46,932 | 150 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $39,693 | 150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,996 | 150 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $39,112 | 150 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $33,982 | 150 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $34,933 | 150 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,655 | 150 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $23,704 | 150 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||