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Advisors Capital Management, LLC: WSM position timeline

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

Advisors Capital Management, LLC held 252,810 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,810 shares
    Change vs previous 13F -1,691 shares

    0.62% of the 13F portfolio, value $58,930,212.

    13F-HR 0002063364-26-000293 filed by Advisors 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 254,501 shares
    Change vs previous 13F +6,020 shares

    0.54% of the 13F portfolio, value $46,403,330.

    13F-HR 0002063364-26-000145 filed by Advisors 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 248,481 shares
    Change vs previous 13F +4,227 shares

    0.52% of the 13F portfolio, value $44,376,390.

    13F-HR 0002063364-26-000044 filed by Advisors 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 244,254 shares
    Change vs previous 13F +4,370 shares

    0.59% of the 13F portfolio, value $47,739,626.

    13F-HR 0002063364-25-000276 filed by Advisors 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 239,884 shares
    Change vs previous 13F +3,955 shares

    0.54% of the 13F portfolio, value $39,189,858.

    13F-HR 0002063364-25-000193 filed by Advisors 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 235,929 shares
    Change vs previous 13F -3,919 shares

    0.58% of the 13F portfolio, value $37,300,478.

    13F-HR 0002063364-25-000095 filed by Advisors 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 239,848 shares
    Change vs previous 13F -562 shares

    0.7% of the 13F portfolio, value $44,415,191.

    13F-HR 0001345576-25-000009 filed by Advisors 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 240,410 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $37,244,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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