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ABSHER WEALTH MANAGEMENT, LLC: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ABSHER WEALTH MANAGEMENT, LLC on WMS, newest first. How the timeline and the estimate are built.

ABSHER WEALTH MANAGEMENT, LLC held 7,512 WMS 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 7,512 shares
    Change vs previous 13F +793 shares

    0.13% of the 13F portfolio, value $1,179,089.

    13F-HR 0001398344-26-013873 filed by ABSHER WEALTH 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 6,719 shares
    Change vs previous 13F -5,526 shares

    0.11% of the 13F portfolio, value $921,364.

    13F-HR 0001398344-26-008190 filed by ABSHER WEALTH 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 12,245 shares
    Change vs previous 13F -3,953 shares

    0.21% of the 13F portfolio, value $1,773,417.

    13F-HR 0001398344-26-001489 filed by ABSHER WEALTH 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 16,198 shares
    Change vs previous 13F -1,071 shares

    0.27% of the 13F portfolio, value $2,246,616.

    13F-HR 0001398344-25-019578 filed by ABSHER WEALTH 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 17,269 shares
    Change vs previous 13F +815 shares

    0.25% of the 13F portfolio, value $1,983,460.

    13F-HR 0001398344-25-013583 filed by ABSHER WEALTH 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 16,454 shares
    Change vs previous 13F +2,102 shares

    0.23% of the 13F portfolio, value $1,787,761.

    13F-HR 0001398344-25-007443 filed by ABSHER WEALTH 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 14,352 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,659,107.

    13F-HR 0001398344-25-001110 filed by ABSHER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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