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Disclosery

Pathstone Holdings, LLC: WSM position timeline

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

Pathstone Holdings, LLC held 36,763 WSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,763 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $8,569,478.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 36,714 shares
    Change vs previous 13F -234 shares

    0.03% of the 13F portfolio, value $6,694,165.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 36,948 shares
    Change vs previous 13F -1,360 shares

    0.03% of the 13F portfolio, value $6,598,636.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 38,308 shares
    Change vs previous 13F -304 shares

    0.03% of the 13F portfolio, value $7,487,408.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 38,612 shares
    Change vs previous 13F -3,887 shares

    0.02% of the 13F portfolio, value $6,307,972.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 42,499 shares
    Change vs previous 13F -589 shares

    0.03% of the 13F portfolio, value $6,721,186.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 43,088 shares
    Change vs previous 13F -1,042 shares

    0.04% of the 13F portfolio, value $7,979,178.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 44,130 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,836,584.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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