Position in WSO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,411,920
+$638,327 QoQ
Shares Held
10,587
+2.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#214
of 780 holders
Holding Since
Dec 2020
23 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, 2026CENTAURUS FINANCIAL, INC. holds $6,806,240 across 3 Industrial Distribution names. WSO ranks #1 (64.8% of the industry book) .
All Filings in WSO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,411,920 | 10,587 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,773,593 | 10,373 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,178,786 | 9,434 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,637,082 | 8,996 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $3,134,177 | 7,097 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $3,537,259 | 6,959 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,043,795 | 6,423 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $3,030,964 | 6,162 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,916,095 | 6,295 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $2,826,379 | 6,543 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,833,900 | 6,614 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $2,613,444 | 6,919 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,798,845 | 7,337 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,538,916 | 7,980 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $2,071,017 | 8,304 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,360,908 | 9,170 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $2,164,903 | 9,065 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,161,420 | 7,095 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,379,765 | 7,606 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,023,813 | 7,648 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,207,414 | 7,701 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,097,733 | 8,045 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,706,148 | 7,531 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||