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Patrick Mauro Investment Advisor, INC.: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patrick Mauro Investment Advisor, INC. on WSO, newest first. How the timeline and the estimate are built.

Patrick Mauro Investment Advisor, INC. held 33,278 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,278 shares
    Change vs previous 13F -1,892 shares

    6.97% of the 13F portfolio, value $13,867,820.

    13F-HR 0001104659-26-093201 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,170 shares
    Change vs previous 13F +1,037 shares

    6.43% of the 13F portfolio, value $12,794,483.

    13F-HR 0001104659-26-055990 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,133 shares
    Change vs previous 13F +3,788 shares

    6.01% of the 13F portfolio, value $11,500,999.

    13F-HR 0001104659-26-012407 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,345 shares
    Change vs previous 13F +3,341 shares

    6.44% of the 13F portfolio, value $12,268,645.

    13F-HR 0001104659-25-111194 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,004 shares
    Change vs previous 13F +1,947 shares

    6.45% of the 13F portfolio, value $11,394,785.

    13F-HR 0001104659-25-076740 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,057 shares
    Change vs previous 13F -437 shares

    6.96% of the 13F portfolio, value $12,736,515.

    13F-HR 0001104659-25-043900 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,494 shares
    Change vs previous 13F -963 shares

    6.9% of the 13F portfolio, value $12,081,313.

    13F-HR 0001104659-25-014414 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,457 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $13,013,539.

    13F-HR 0001104659-24-116540 filed by Patrick Mauro Investment Advisor, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).