Position in WTS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$372,660
+$96,304 QoQ
Shares Held
952
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#360
of 574 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Asset Advisory Group, Inc. holds $1,332,113 across 3 Specialty Industrial Machinery names. WTS ranks #2 (28.0% of the industry book) .
All Filings in WTS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,660 | 952 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $276,356 | 952 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $262,771 | 952 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||