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Taylor Frigon Capital Management LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Frigon Capital Management LLC on WSO, newest first. How the timeline and the estimate are built.

Taylor Frigon Capital Management LLC held 4,088 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,088 shares
    Change vs previous 13F -32 shares

    0.8% of the 13F portfolio, value $1,703,660.

    13F-HR 0001632665-26-000003 filed by Taylor Frigon Capital Management LLC
    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 4,120 shares
    Change vs previous 13F -111 shares

    0.85% of the 13F portfolio, value $1,498,797.

    13F-HR 0001632665-26-000002 filed by Taylor Frigon Capital Management LLC
    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 4,231 shares
    Change vs previous 13F +316 shares

    0.72% of the 13F portfolio, value $1,425,546.

    13F-HR 0001632665-26-000001 filed by Taylor Frigon Capital Management LLC
    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 3,915 shares
    Change vs previous 13F +104 shares

    0.79% of the 13F portfolio, value $1,582,634.

    13F-HR 0001632665-25-000008 filed by Taylor Frigon Capital Management LLC
    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 3,811 shares
    Change vs previous 13F -142 shares

    0.89% of the 13F portfolio, value $1,683,157.

    13F-HR 0001632665-25-000005 filed by Taylor Frigon Capital Management LLC
    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 3,953 shares
    Change vs previous 13F -132 shares

    1.2% of the 13F portfolio, value $2,009,383.

    13F-HR 0001632665-25-000004 filed by Taylor Frigon Capital Management LLC
    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 4,085 shares
    Change vs previous 13F -129 shares

    0.98% of the 13F portfolio, value $1,935,837.

    13F-HR 0001632665-25-000001 filed by Taylor Frigon Capital Management LLC
    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 4,214 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,072,703.

    13F-HR 0001632665-24-000009 filed by Taylor Frigon Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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