Kathmere Capital Management, LLC: WSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on WSM, newest first. How the timeline and the estimate are built.
Kathmere Capital Management, LLC held 1,149 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,149 sharesChange vs previous 13F -74 shares
0.01% of the 13F portfolio, value $267,832.
13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,223 sharesChange vs previous 13F -379 shares
0.01% of the 13F portfolio, value $222,990.
13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,602 sharesChange vs previous 13F +202 shares
0.02% of the 13F portfolio, value $286,101.
13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,400 sharesChange vs previous 13F +1,400 shares
0.02% of the 13F portfolio, value $273,630.
13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,518 shares
13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,518 sharesChange vs previous 13F -22 shares
0.02% of the 13F portfolio, value $239,996.
13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,540 sharesChange vs previous 13F -237 shares
0.03% of the 13F portfolio, value $285,177.
13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,777 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $275,293.
13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).