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Disclosery

Berkeley, Inc: WSM position timeline

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

Berkeley, Inc held 1,348 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,348 shares
    Change vs previous 13F -3,430 shares

    0.1% of the 13F portfolio, value $314,124.

    13F-HR 0002051965-26-000003 filed by Berkeley, 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 4,778 shares
    Change vs previous 13F +175 shares

    0.29% of the 13F portfolio, value $871,128.

    13F-HR 0002051965-26-000002 filed by Berkeley, 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 4,603 shares
    Change vs previous 13F +119 shares

    0.26% of the 13F portfolio, value $822,129.

    13F-HR 0002051965-26-000001 filed by Berkeley, 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 4,484 shares
    Change vs previous 13F -283 shares

    0.28% of the 13F portfolio, value $876,331.

    13F-HR 0002051965-25-000002 filed by Berkeley, 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 4,767 shares
    Change vs previous 13F +385 shares

    0.28% of the 13F portfolio, value $778,856.

    13F-HR 0001085146-25-004782 filed by Berkeley, 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 4,382 shares
    Change vs previous 13F -5,622 shares

    0.33% of the 13F portfolio, value $692,819.

    13F-HR 0001085146-25-002529 filed by Berkeley, 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/A 10,004 shares
    Change vs previous 13F -9,974 shares

    0.96% of the 13F portfolio, value $1,852,482.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, 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/A 19,978 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,095,022.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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