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CAPTRUST FINANCIAL ADVISORS: WSM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 946,038 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 946,038 shares
    Change vs previous 13F +3,306 shares

    0.34% of the 13F portfolio, value $220,521,357.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 942,732 shares
    Change vs previous 13F +68,356 shares

    0.3% of the 13F portfolio, value $171,870,467.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 874,376 shares
    Change vs previous 13F +27,254 shares

    0.3% of the 13F portfolio, value $156,154,821.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 847,122 shares
    Change vs previous 13F +28,346 shares

    0.34% of the 13F portfolio, value $165,570,070.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 818,776 shares
    Change vs previous 13F +156,515 shares

    0.3% of the 13F portfolio, value $133,763,437.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 662,261 shares
    Change vs previous 13F +16,859 shares

    0.26% of the 13F portfolio, value $104,703,450.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 645,402 shares
    Change vs previous 13F +24,741 shares

    0.34% of the 13F portfolio, value $119,515,600.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 620,661 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $96,152,861.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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