Activest Wealth Management

SEC CIK: 0001883134
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

WSO holding history

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

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q2 2026): 25
Value: $10.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of WSO by Activest Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25	$10.4K	<0.1%	+25	New	Holders
Q2 2025	0	$0	0.0%	−3−100.0%	Sold out	Holders
Q1 2025	3	$1.52K	<0.1%	+3	New	Holders