Private Advisor Group, LLC: WSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on WSM, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 5,529 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 5,529 sharesChange vs previous 13F -3,324 shares
0.01% of the 13F portfolio, value $1,288,802.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,853 sharesChange vs previous 13F +542 shares
0.01% of the 13F portfolio, value $1,614,308.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,311 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,484,294.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,311 sharesChange vs previous 13F +485 shares
0.01% of the 13F portfolio, value $1,624,253.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,826 sharesChange vs previous 13F +243 shares
0.01% of the 13F portfolio, value $1,278,632.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,583 sharesChange vs previous 13F +241 shares
0.01% of the 13F portfolio, value $1,198,806.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,342 sharesChange vs previous 13F -47 shares
0.01% of the 13F portfolio, value $1,359,583.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,389 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,144,801.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).