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Watsco, Incorporated shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $669k 1.8k 377.69