Skip to main content

Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

POOL holding history

Pool Corp in every 13F filed by Wallace Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POOL overviewAll 13F holders of POOLFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2023
Holdings of POOL by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,083−100.0%Sold outHolders
Q1 20251,083$369.2K0.3%−328−23.2%ReducedHolders
Q4 20241,411$531.7K0.4%+64+4.8%AddedHolders
Q3 20241,347$414.0K0.3%−22−1.6%ReducedHolders
Q2 20241,369$420.7K0.3%+52+3.9%AddedHolders
Q1 20241,317$525.1K0.4%+26+2.0%AddedHolders
Q4 20231,291$459.7K0.4%−78−5.7%ReducedHolders
Q3 20231,369$512.9K0.4%+276+25.3%AddedHolders
Q2 20231,093$374.3K0.3%00.0%UnchangedHolders
Q1 20231,093$374.3K0.3%+1,093NewHolders