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Disclosery

NEOS Investment Management LLC: WSM position timeline

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

NEOS Investment Management LLC held 19,453 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,453 shares
    Change vs previous 13F +1,969 shares

    0.02% of the 13F portfolio, value $4,534,494.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 17,484 shares
    Change vs previous 13F +1,612 shares

    0.02% of the 13F portfolio, value $3,187,858.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 15,872 shares
    Change vs previous 13F +2,474 shares

    0.02% of the 13F portfolio, value $2,834,580.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 13,398 shares
    Change vs previous 13F +3,793 shares

    0.02% of the 13F portfolio, value $2,618,639.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 9,605 shares
    Change vs previous 13F +1,783 shares

    0.02% of the 13F portfolio, value $1,569,169.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 7,822 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,236,659.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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