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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

  1. period ended2026-06-30
    13F 39,605 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 39,705 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 40,030 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 40,630 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 40,630 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 40,280 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 42,355 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 44,860 shares
    Change 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), ingested

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