Telos Capital Management, Inc.: WSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Telos Capital Management, Inc. on WSM, newest first. How the timeline and the estimate are built.
Telos Capital Management, Inc. held 39,605 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 39,605 sharesChange vs previous 13F -100 shares
0.81% of the 13F portfolio, value $9,231,926.
13F-HR 0001567889-26-000004 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,705 sharesChange vs previous 13F -325 shares
0.69% of the 13F portfolio, value $7,239,413.
13F-HR 0001567889-26-000002 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,030 sharesChange vs previous 13F -600 shares
0.67% of the 13F portfolio, value $7,148,958.
13F-HR 0001567889-26-000001 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,630 sharesChange vs previous 13F 0 shares
0.76% of the 13F portfolio, value $7,941,134.
13F-HR 0001567889-25-000005 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,630 sharesChange vs previous 13F +350 shares
0.68% of the 13F portfolio, value $6,637,724.
13F-HR 0001567889-25-000004 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,280 sharesChange vs previous 13F -2,075 shares
0.69% of the 13F portfolio, value $6,368,268.
13F-HR 0001567889-25-000003 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,355 sharesChange vs previous 13F -2,505 shares
0.84% of the 13F portfolio, value $7,843,299.
13F-HR 0001567889-25-000001 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,860 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $6,949,712.
13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).