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Cascade Investment Advisors, Inc.: WSM position timeline

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

Cascade Investment Advisors, Inc. held 12,028 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,028 shares
    Change vs previous 13F -135 shares

    1.53% of the 13F portfolio, value $2,803,727.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, 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 12,163 shares
    Change vs previous 13F -40 shares

    1.31% of the 13F portfolio, value $2,217,680.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, 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 12,203 shares
    Change vs previous 13F +88 shares

    1.28% of the 13F portfolio, value $2,179,334.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, 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 12,115 shares
    Change vs previous 13F -15 shares

    1.43% of the 13F portfolio, value $2,367,877.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, 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 12,130 shares
    Change vs previous 13F -2,083 shares

    1.27% of the 13F portfolio, value $1,981,678.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, 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 14,213 shares
    Change vs previous 13F -360 shares

    1.52% of the 13F portfolio, value $2,247,075.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, 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 14,573 shares
    Change vs previous 13F -350 shares

    1.73% of the 13F portfolio, value $2,698,628.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, 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 14,923 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,311,871.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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