Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$639,680
New position
Shares Held
1,535
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#410
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, 2026PERRYMAN FINANCIAL ADVISORY INC /AD holds $639,680 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
|
1,535 | $639,680 |
All Filings in WSO
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,680 | 1,535 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||