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Disclosery

Focus Partners Wealth: WSM position timeline

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

Focus Partners Wealth held 54,613 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,613 shares
    Change vs previous 13F -1,282 shares

    0.01% of the 13F portfolio, value $12,731,366.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 55,895 shares
    Change vs previous 13F -2,044 shares

    0.01% of the 13F portfolio, value $10,261,505.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 57,939 shares
    Change vs previous 13F +26,213 shares

    0.01% of the 13F portfolio, value $10,347,510.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 31,726 shares
    Change vs previous 13F -1,501 shares

    0.01% of the 13F portfolio, value $6,200,895.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 33,227 shares
    Change vs previous 13F +26,781 shares

    0.01% of the 13F portfolio, value $5,428,376.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,227 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 6,446 shares
    Change vs previous 13F +1,603 shares

    <0.01% of the 13F portfolio, value $1,019,181.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,839 shares
    • Focus Partners Advisor Solutions, LLC: 1,607 shares

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

  7. period ended2024-12-31
    13F/A 4,843 shares
    Change vs previous 13F +2,799 shares

    <0.01% of the 13F portfolio, value $896,941.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 2,044 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,740.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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