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Ensemble Capital Management, LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ensemble Capital Management, LLC on WSO, newest first. How the timeline and the estimate are built.

Ensemble Capital Management, LLC held 0 WSO shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -845 shares

    13F-HR 0001941040-24-000498 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 845 shares
    Change vs previous 13F -695 shares

    0.03% of the 13F portfolio, value $391,438.

    13F-HR 0001941040-24-000376 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,540 shares
    Change vs previous 13F -695 shares

    0.06% of the 13F portfolio, value $665,234.

    13F-HR 0001941040-24-000250 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 2,235 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $957,630.

    13F-HR 0001941040-24-000113 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,235 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $844,204.

    13F-HR 0001941040-23-000344 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 2,235 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $852,585.

    13F-HR 0001941040-23-000208 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 2,235 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $711,088.

    13F-HR 0001941040-23-000142 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 2,235 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $557,409.

    13F-HR 0001941040-23-000077 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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