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Trivant Custom Portfolio Group, LLC: WSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivant Custom Portfolio Group, LLC on WSM, newest first. How the timeline and the estimate are built.

Trivant Custom Portfolio Group, LLC held 7,279 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,279 shares
    Change vs previous 13F -127 shares

    0.9% of the 13F portfolio, value $1,696,735.

    13F-HR 0001977992-26-000003 filed by Trivant Custom Portfolio Group, LLC
    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 7,406 shares
    Change vs previous 13F -130 shares

    0.74% of the 13F portfolio, value $1,350,336.

    13F-HR 0001977992-26-000002 filed by Trivant Custom Portfolio Group, LLC
    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 7,536 shares
    Change vs previous 13F +207 shares

    0.78% of the 13F portfolio, value $1,345,854.

    13F-HR 0001977992-26-000001 filed by Trivant Custom Portfolio Group, LLC
    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 7,329 shares
    Change vs previous 13F -9 shares

    0.74% of the 13F portfolio, value $1,432,453.

    13F-HR 0001977992-25-000015 filed by Trivant Custom Portfolio Group, LLC
    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 7,338 shares
    Change vs previous 13F -88 shares

    0.66% of the 13F portfolio, value $1,198,809.

    13F-HR 0001977992-25-000003 filed by Trivant Custom Portfolio Group, LLC
    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 7,426 shares
    Change vs previous 13F +59 shares

    0.68% of the 13F portfolio, value $1,174,060.

    13F-HR 0001977992-25-000002 filed by Trivant Custom Portfolio Group, LLC
    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 7,367 shares
    Change vs previous 13F +2,547 shares

    0.8% of the 13F portfolio, value $1,364,222.

    13F-HR 0001977992-25-000001 filed by Trivant Custom Portfolio Group, LLC
    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 4,820 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $746,715.

    13F-HR 0001977992-24-000005 filed by Trivant Custom Portfolio Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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