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Disclosery

Round Hill Asset Management: WSM position timeline

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

Round Hill Asset Management held 5,346 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,346 shares
    Change vs previous 13F -1,486 shares

    0.78% of the 13F portfolio, value $1,246,153.

    13F-HR 0001696438-26-000006 filed by Round Hill 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 6,832 shares
    Change vs previous 13F -315 shares

    0.82% of the 13F portfolio, value $1,245,679.

    13F-HR 0001696438-26-000005 filed by Round Hill 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 7,147 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,276,383.

    13F-HR 0001696438-26-000001 filed by Round Hill 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 7,147 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,396,881.

    13F-HR 0001696438-25-000007 filed by Round Hill 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 7,147 shares
    Change vs previous 13F -200 shares

    0.79% of the 13F portfolio, value $1,167,605.

    13F-HR 0001696438-25-000006 filed by Round Hill 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 7,347 shares
    Change vs previous 13F -1,010 shares

    0.84% of the 13F portfolio, value $1,161,561.

    13F-HR 0001696438-25-000003 filed by Round Hill 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 8,357 shares
    Change vs previous 13F -1,430 shares

    1.09% of the 13F portfolio, value $1,547,549.

    13F-HR 0001696438-25-000002 filed by Round Hill 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 9,787 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,516,202.

    13F-HR 0001696438-24-000004 filed by Round Hill Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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