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SEVEN MILE ADVISORY: WSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEVEN MILE ADVISORY on WSM, newest first. How the timeline and the estimate are built.

SEVEN MILE ADVISORY held 2,737 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,737 shares
    Change vs previous 13F -105 shares

    0.43% of the 13F portfolio, value $637,995.

    13F-HR 0001172661-26-003372 filed by SEVEN MILE ADVISORY
    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 2,842 shares
    Change vs previous 13F +1,564 shares

    0.37% of the 13F portfolio, value $518,182.

    13F-HR 0001987932-26-000002 filed by SEVEN MILE ADVISORY
    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 1,278 shares
    Change vs previous 13F -1,917 shares

    0.04% of the 13F portfolio, value $228,238.

    13F-HR 0001987932-26-000001 filed by SEVEN MILE ADVISORY
    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 3,195 shares
    Change vs previous 13F +439 shares

    0.1% of the 13F portfolio, value $624,463.

    13F-HR 0001987932-25-000006 filed by SEVEN MILE ADVISORY
    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 2,756 shares
    Change vs previous 13F +36 shares

    0.27% of the 13F portfolio, value $450,248.

    13F-HR 0001987932-25-000004 filed by SEVEN MILE ADVISORY
    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 2,720 shares
    Change vs previous 13F +16 shares

    0.29% of the 13F portfolio, value $430,032.

    13F-HR 0001982776-25-000005 filed by SEVEN MILE ADVISORY
    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 2,704 shares
    Change vs previous 13F -229 shares

    0.32% of the 13F portfolio, value $500,727.

    13F-HR 0001987932-25-000001 filed by SEVEN MILE ADVISORY
    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 2,933 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $454,381.

    13F-HR 0001987932-24-000005 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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