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CARY STREET PARTNERS ASSET MANAGEMENT LLC: WSM position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 57,221 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,221 shares
    Change vs previous 13F +492 shares

    0.26% of the 13F portfolio, value $13,338,141.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 55,681 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,540 shares

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

  2. period ended2026-03-31
    13F 56,729 shares
    Change vs previous 13F +233 shares

    0.23% of the 13F portfolio, value $10,343,399.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 55,451 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,278 shares

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

  3. period ended2025-12-31
    13F 56,496 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $10,089,622.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 55,324 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,172 shares

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

  4. period ended2025-09-30
    13F 56,307 shares
    Change vs previous 13F -343 shares

    0.27% of the 13F portfolio, value $11,005,203.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 56,087 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 220 shares

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

  5. period ended2025-06-30
    13F 56,650 shares
    Change vs previous 13F -588 shares

    0.25% of the 13F portfolio, value $9,254,911.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 56,518 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 132 shares

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

  6. period ended2025-03-31
    13F 57,238 shares
    Change vs previous 13F -514 shares

    0.27% of the 13F portfolio, value $9,049,328.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 57,133 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 105 shares

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

  7. period ended2024-12-31
    13F 57,752 shares
    Change vs previous 13F +436 shares

    0.33% of the 13F portfolio, value $10,694,515.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 57,750 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2 shares

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

  8. period ended2024-09-30
    13F 57,316 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,879,395.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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