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TILIA FIDUCIARY PARTNERS, INC.: WSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on WSM, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 5,560 WSM shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 5,560 shares
    Change vs previous 13F -729 shares

    0.58% of the 13F portfolio, value $1,267,419.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,289 shares
    Change vs previous 13F -151 shares

    0.69% of the 13F portfolio, value $1,466,037.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,440 shares
    Change vs previous 13F -367 shares

    0.65% of the 13F portfolio, value $1,174,222.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,807 shares
    Change vs previous 13F -562 shares

    0.67% of the 13F portfolio, value $1,215,621.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,369 shares
    Change vs previous 13F -2,484 shares

    0.83% of the 13F portfolio, value $1,440,358.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,853 shares
    Change vs previous 13F -199 shares

    0.98% of the 13F portfolio, value $1,609,748.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,052 shares
    Change vs previous 13F -1,226 shares

    1.06% of the 13F portfolio, value $1,589,192.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,278 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,088,447.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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