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Disclosery

J. Team Financial, Inc.: WSM position timeline

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

J. Team Financial, Inc. held 1,675 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,675 shares
    Change vs previous 13F +16 shares

    0.38% of the 13F portfolio, value $390,607.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, 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 1,659 shares
    Change vs previous 13F -225 shares

    0.34% of the 13F portfolio, value $302,548.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, 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 1,884 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $336,533.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, 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 1,879 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $367,288.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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