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Disclosery

FourThought Financial Partners, LLC: WSM position timeline

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

FourThought Financial Partners, LLC held 1,331 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 1,331 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $310,302.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, 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 1,326 shares
    Change vs previous 13F -493 shares

    0.02% of the 13F portfolio, value $241,756.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, 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 1,819 shares
    Change vs previous 13F -229 shares

    0.03% of the 13F portfolio, value $324,805.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, 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 2,048 shares
    Change vs previous 13F +488 shares

    0.04% of the 13F portfolio, value $400,375.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, 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 1,560 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $254,900.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, 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 1,566 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $247,570.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, 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 1,584 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $293,460.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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