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Archford Capital Strategies, LLC: WSM position timeline

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

Archford Capital Strategies, LLC held 4,889 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,889 shares
    Change vs previous 13F -830 shares

    0.12% of the 13F portfolio, value $1,139,626.

    13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, 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 5,719 shares
    Change vs previous 13F +185 shares

    0.12% of the 13F portfolio, value $1,042,745.

    13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, 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 5,534 shares
    Change vs previous 13F +132 shares

    0.12% of the 13F portfolio, value $988,353.

    13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, 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 5,402 shares
    Change vs previous 13F -10,644 shares

    0.13% of the 13F portfolio, value $1,055,860.

    13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, 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 16,046 shares
    Change vs previous 13F -2,967 shares

    0.34% of the 13F portfolio, value $2,621,370.

    13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, 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 19,013 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,005,955.

    13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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