Skip to content
Disclosery

Edgemoor Investment Advisors, Inc.: WSM position timeline

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

Edgemoor Investment Advisors, Inc. held 170,565 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,565 shares
    Change vs previous 13F -1,177 shares

    2.71% of the 13F portfolio, value $39,758,795.

    13F-HR 0001398344-26-013761 filed by Edgemoor 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 171,742 shares
    Change vs previous 13F -2,164 shares

    2.46% of the 13F portfolio, value $31,313,792.

    13F-HR 0001398344-26-009044 filed by Edgemoor 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 173,906 shares
    Change vs previous 13F -3,361 shares

    2.41% of the 13F portfolio, value $31,057,944.

    13F-HR 0001398344-26-002566 filed by Edgemoor 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 177,267 shares
    Change vs previous 13F -2,172 shares

    2.67% of the 13F portfolio, value $34,646,913.

    13F-HR 0001398344-25-020409 filed by Edgemoor 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 179,439 shares
    Change vs previous 13F -5,918 shares

    2.53% of the 13F portfolio, value $29,315,015.

    13F-HR 0001398344-25-014950 filed by Edgemoor 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 185,357 shares
    Change vs previous 13F -1,339 shares

    2.69% of the 13F portfolio, value $29,305,033.

    13F-HR 0001398344-25-008646 filed by Edgemoor 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 186,696 shares
    Change vs previous 13F -6,778 shares

    3.05% of the 13F portfolio, value $34,572,547.

    13F-HR 0001398344-25-002339 filed by Edgemoor 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 193,474 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $29,973,119.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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