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MWA Asset Management: WSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MWA Asset Management on WSM, newest first. How the timeline and the estimate are built.

MWA Asset Management held 4,792 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,792 shares
    Change vs previous 13F -98 shares

    0.5% of the 13F portfolio, value $1,117,095.

    13F-HR 0001903058-26-000007 filed by MWA Asset Management
    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/A 4,890 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $891,741.

    13F-HR/A 0001903058-26-000006 filed by MWA Asset Management
    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 4,883 shares
    Change vs previous 13F -69 shares

    0.49% of the 13F portfolio, value $872,136.

    13F-HR 0001903058-26-000001 filed by MWA Asset Management
    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 4,952 shares
    Change vs previous 13F +8 shares

    0.53% of the 13F portfolio, value $967,862.

    13F-HR 0001903058-25-000005 filed by MWA Asset Management
    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 4,944 shares
    Change vs previous 13F +945 shares

    0.49% of the 13F portfolio, value $807,789.

    13F-HR 0001085146-25-004939 filed by MWA Asset Management
    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 3,999 shares
    Change vs previous 13F -118 shares

    0.44% of the 13F portfolio, value $632,241.

    13F-HR 0001085146-25-002878 filed by MWA Asset Management
    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 4,117 shares
    Change vs previous 13F -108 shares

    0.51% of the 13F portfolio, value $762,313.

    13F-HR 0001085146-25-000545 filed by MWA Asset Management
    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 4,225 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $654,563.

    13F-HR 0001085146-24-005477 filed by MWA Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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