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DIVIDEND ASSETS CAPITAL, LLC: WSM position timeline

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

DIVIDEND ASSETS CAPITAL, LLC held 47,316 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,316 shares
    Change vs previous 13F -24 shares

    2.14% of the 13F portfolio, value $11,029,349.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS CAPITAL, 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 47,340 shares
    Change vs previous 13F -1,707 shares

    1.72% of the 13F portfolio, value $8,631,487.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS CAPITAL, 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 49,047 shares
    Change vs previous 13F -1,022 shares

    1.67% of the 13F portfolio, value $8,759,324.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS CAPITAL, 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 50,069 shares
    Change vs previous 13F +3,996 shares

    1.72% of the 13F portfolio, value $9,785,948.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS CAPITAL, 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 46,073 shares
    Change vs previous 13F +2,992 shares

    1.37% of the 13F portfolio, value $7,526,933.

    13F-HR 0001999371-25-011341 filed by DIVIDEND ASSETS CAPITAL, 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 43,081 shares
    Change vs previous 13F -7,909 shares

    1.29% of the 13F portfolio, value $6,811,095.

    13F-HR 0001999371-25-004209 filed by DIVIDEND ASSETS CAPITAL, 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 50,990 shares
    Change vs previous 13F +2,209 shares

    1.83% of the 13F portfolio, value $9,442,380.

    13F-HR 0001839882-25-006045 filed by DIVIDEND ASSETS CAPITAL, 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 48,781 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $7,557,213.

    13F-HR 0001999371-24-014748 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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