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MANNING & NAPIER ADVISORS LLC: WSM position timeline

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

MANNING & NAPIER ADVISORS LLC held 3,845 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,845 shares
    Change vs previous 13F -14,964 shares

    0.01% of the 13F portfolio, value $923,454.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS 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 18,809 shares
    Change vs previous 13F -253 shares

    0.05% of the 13F portfolio, value $3,429,445.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS 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 19,062 shares
    Change vs previous 13F -1,444 shares

    0.04% of the 13F portfolio, value $3,457,847.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS 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 20,506 shares
    Change vs previous 13F -14,716 shares

    0.05% of the 13F portfolio, value $4,007,898.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS 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 35,222 shares
    Change vs previous 13F +10,541 shares

    0.07% of the 13F portfolio, value $5,754,329.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS 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 24,681 shares
    Change vs previous 13F -10,080 shares

    0.05% of the 13F portfolio, value $3,902,066.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER ADVISORS 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 34,761 shares
    Change vs previous 13F -1,238 shares

    0.07% of the 13F portfolio, value $6,437,042.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,999 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,576,965.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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