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Fundamentun, LLC

SEC CIK
0001707206
Latest filing
Aug 11, 2026

WSO holding history

Watsco Inc in every 13F filed by Fundamentun, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
515
Value
$214.6K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of WSO by Fundamentun, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026515$214.6K<0.1%−88−14.6%ReducedHolders
Q1 2026603$219.4K<0.1%+603NewHolders
Q4 20250$00.0%−503−100.0%Sold outHolders
Q3 2025503$203.4K<0.1%00.0%UnchangedHolders
Q2 2025503$222.1K<0.1%−14−2.7%ReducedHolders
Q1 2025517$262.8K<0.1%+74+16.7%AddedHolders
Q4 2024443$209.9K<0.1%+2+0.5%AddedHolders
Q3 2024441$216.9K<0.1%+2+0.5%AddedHolders
Q2 2024439$203.4K<0.1%+439NewHolders