Klingman & Associates, LLC: WSM position timeline

Klingman & Associates, LLC held 2,057 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 2,057 shares

   Change vs previous 13F -10 shares

   0.02% of the 13F portfolio, value $479,487.

   13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
   Filed 2026-07-29 (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).

2. period ended2026-03-31

   13F 2,067 shares

   Change vs previous 13F +85 shares

   0.02% of the 13F portfolio, value $376,877.

   13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
   Filed 2026-05-14 (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).

3. period ended2025-12-31

   13F 1,982 shares

   Change vs previous 13F +9 shares

   0.02% of the 13F portfolio, value $353,966.

   13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
   Filed 2026-01-29 (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).

4. period ended2025-09-30

   13F 1,973 shares

   Change vs previous 13F +9 shares

   0.02% of the 13F portfolio, value $385,623.

   13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
   Filed 2025-10-27 (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).

5. period ended2025-06-30

   13F 1,964 shares

   Change vs previous 13F -123 shares

   0.02% of the 13F portfolio, value $320,859.

   13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
   Filed 2025-07-30 (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).

6. period ended2025-03-31

   13F 2,087 shares

   Change vs previous 13F -157 shares

   0.02% of the 13F portfolio, value $329,955.

   13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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).

7. period ended2024-12-31

   13F 2,244 shares

   Change vs previous 13F -91 shares

   0.03% of the 13F portfolio, value $415,544.

   13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
   Filed 2025-01-31 (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).

8. period ended2024-09-30

   13F 2,335 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $361,739.

   13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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