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Disclosery

Vest Financial, LLC: WSM position timeline

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

Vest Financial, LLC held 360,098 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,098 shares
    Change vs previous 13F +17,388 shares

    0.88% of the 13F portfolio, value $83,938,843.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 342,710 shares
    Change vs previous 13F +40,865 shares

    0.75% of the 13F portfolio, value $62,486,314.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 301,845 shares
    Change vs previous 13F +19,342 shares

    0.68% of the 13F portfolio, value $53,906,499.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 282,503 shares
    Change vs previous 13F +80,044 shares

    0.72% of the 13F portfolio, value $55,215,212.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 202,459 shares
    Change vs previous 13F +73,626 shares

    0.47% of the 13F portfolio, value $33,075,727.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 128,833 shares
    Change vs previous 13F -61,846 shares

    0.32% of the 13F portfolio, value $20,368,498.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 190,679 shares
    Change vs previous 13F -455 shares

    0.62% of the 13F portfolio, value $35,309,938.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 191,134 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $29,610,479.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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