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Disclosery

Ethic Inc.: WSM position timeline

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

Ethic Inc. held 13,780 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,780 shares
    Change vs previous 13F -970 shares

    0.04% of the 13F portfolio, value $3,212,138.

    13F-HR 0001780570-26-000005 filed by Ethic 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 14,750 shares
    Change vs previous 13F +1,185 shares

    0.04% of the 13F portfolio, value $2,689,304.

    13F-HR 0001780570-26-000004 filed by Ethic 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 13,565 shares
    Change vs previous 13F -749 shares

    0.04% of the 13F portfolio, value $2,422,550.

    13F-HR 0001780570-26-000002 filed by Ethic 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 14,314 shares
    Change vs previous 13F +2,035 shares

    0.05% of the 13F portfolio, value $2,797,643.

    13F-HR 0001780570-25-000008 filed by Ethic 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 12,279 shares
    Change vs previous 13F +7,439 shares

    0.04% of the 13F portfolio, value $2,016,473.

    13F-HR 0001780570-25-000005 filed by Ethic 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 4,840 shares
    Change vs previous 13F -2,513 shares

    0.02% of the 13F portfolio, value $768,939.

    13F-HR 0001780570-25-000003 filed by Ethic 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 7,353 shares
    Change vs previous 13F +5,297 shares

    0.03% of the 13F portfolio, value $1,361,637.

    13F-HR 0001780570-25-000002 filed by Ethic 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 2,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $652,842.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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