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Continuum Advisory, LLC

SEC CIK
0001846532
Latest filing
Aug 6, 2026

WSO holding history

Watsco Inc in every 13F filed by Continuum Advisory, 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)
267
Value
$111.3K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of WSO by Continuum Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267$111.3K<0.1%+267NewHolders
Q2 20250$00.0%−303−100.0%Sold outHolders
Q1 2025303$154.0K<0.1%+75+32.9%AddedHolders
Q4 2024228$108.0K<0.1%00.0%UnchangedHolders
Q3 2024228$119.9K<0.1%−1−0.4%ReducedHolders
Q2 2024229$106.1K<0.1%00.0%UnchangedHolders
Q1 2024229$108.1K<0.1%+229NewHolders