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Disclosery

Parsec Financial Management, Inc.: WSM position timeline

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

Parsec Financial Management, Inc. held 85,431 WSM shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 85,431 shares
    Change vs previous 13F +11,823 shares

    0.44% of the 13F portfolio, value $10,393,557.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 73,608 shares
    Change vs previous 13F +10,802 shares

    0.38% of the 13F portfolio, value $8,458,975.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 62,806 shares
    Change vs previous 13F +13,998 shares

    0.37% of the 13F portfolio, value $7,402,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 48,808 shares
    Change vs previous 13F +20,459 shares

    0.26% of the 13F portfolio, value $5,415,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 28,349 shares
    Change vs previous 13F +12,131 shares

    0.17% of the 13F portfolio, value $4,111,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 16,218 shares
    Change vs previous 13F +2,971 shares

    0.11% of the 13F portfolio, value $2,743,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 13,247 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,710,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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