Position in WSO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$319,631
+$16,958 QoQ
Shares Held
767
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#522
of 780 holders
Holding Since
Sep 2022
16 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, 2026BURNEY CO/ holds $4,240,010 across 4 Industrial Distribution names. WSO ranks #4 (7.5% of the industry book) .
All Filings in WSO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,631 | 767 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $302,673 | 832 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $275,288 | 817 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $388,128 | 960 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $423,955 | 960 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $521,007 | 1,025 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $558,242 | 1,178 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $579,434 | 1,178 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $545,696 | 1,178 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $847,957 | 1,963 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $840,658 | 1,962 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,264,228 | 3,347 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,253,510 | 3,286 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $992,341 | 3,119 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $769,149 | 3,084 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $510,800 | 1,984 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||