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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

WSO holding history

Watsco Inc in every 13F filed by Bellwether Advisors, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of WSO by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−329−100.0%Sold outHolders
Q2 2025329$145.3K<0.1%+46+16.3%AddedHolders
Q1 2025283$143.8K<0.1%−17−5.7%ReducedHolders
Q4 2024300$142.1K<0.1%+300NewHolders
Q3 20240$00.0%−2,789−100.0%Sold outHolders
Q2 20242,789$1.29M0.3%+2,789NewHolders