Spectrum Wealth Counsel, LLC: WSM position timeline

Spectrum Wealth Counsel, LLC held 25,463 WSM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 25,463 shares

   Change vs previous 13F -98 shares

   0.48% of the 13F portfolio, value $4,025,701.

   13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 25,561 shares

   Change vs previous 13F -251 shares

   0.56% of the 13F portfolio, value $4,733,386.

   13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 25,812 shares

   Change vs previous 13F +12,856 shares

   0.47% of the 13F portfolio, value $3,998,796.

   13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 12,956 shares

   Change vs previous 13F -831 shares

   0.46% of the 13F portfolio, value $3,658,386.

   13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 13,787 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $4,377,787.

   13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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