Princeton Portfolio Strategies Group LLC: WSM position timeline

Princeton Portfolio Strategies Group LLC held 5,322 WSM shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 5,322 shares

   Change vs previous 13F +12 shares

   0.16% of the 13F portfolio, value $850,000.

   13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 5,310 shares

   Change vs previous 13F -400 shares

   0.18% of the 13F portfolio, value $952,000.

   13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 5,710 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $582,000.

   13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 5,710 shares

   Change vs previous 13F +3,230 shares

   0.11% of the 13F portfolio, value $516,000.

   13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 2,480 shares

   Change vs previous 13F +2,480 shares

   0.05% of the 13F portfolio, value $203,000.

   13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2019-12-31

   13F 0 shares

   Change vs previous 13F -3,040 shares

   13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2019-09-30

   13F 3,040 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $207,000.

   13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2019-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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