Great Diamond Partners, LLC: WSM position timeline

Great Diamond Partners, LLC held 22,817 WSM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 22,817 shares

   Change vs previous 13F +267 shares

   0.87% of the 13F portfolio, value $5,200,977.

   13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
   Accepted 2026-10-13 17:10:13 UTC, ingested 2026-10-13 17:11:13 UTC

2. period ended2026-06-30

   13F 22,550 shares

   Change vs previous 13F +206 shares

   0.9% of the 13F portfolio, value $5,256,445.

   13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 22,344 shares

   Change vs previous 13F +607 shares

   0.78% of the 13F portfolio, value $4,073,982.

   13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 21,737 shares

   Change vs previous 13F -6 shares

   0.75% of the 13F portfolio, value $3,882,011.

   13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 21,743 shares

   Change vs previous 13F +307 shares

   0.82% of the 13F portfolio, value $4,249,669.

   13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 21,436 shares

   Change vs previous 13F -1,885 shares

   0.74% of the 13F portfolio, value $3,501,999.

   13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 23,321 shares

   Change vs previous 13F -1,698 shares

   1.01% of the 13F portfolio, value $3,687,050.

   13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 25,019 shares

   Change vs previous 13F not available

   1.2% of the 13F portfolio, value $4,633,018.

   13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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