Position in WSM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,128,903
+$245,332 QoQ
Shares Held
4,843
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#76
of 248 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Prospera Financial Services Inc holds $5,726,855 across 6 Specialty Retail names. WSM ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
56,449 | $1,784,352 | |
| 2 | RH |
Rh
|
10,168 | $1,674,974 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
4,843 | $1,128,903 | |
| 4 | BBW |
Build-A-Bear Workshop Inc
|
24,751 | $757,628 | |
| 5 | CASY |
Caseys General Stores Inc
|
436 | $346,528 | |
| 6 | WOOF |
Petco Health & Wellness Company, Inc.
|
12,673 | $34,470 |
All Filings in WSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,903 | 4,843 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $883,571 | 4,846 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $859,910 | 4,815 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $882,847 | 4,517 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $739,085 | 4,524 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $726,311 | 4,594 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $892,382 | 4,819 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $743,616 | 4,800 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $340,679 | 2,413 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $390,879 | 2,462 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $269,376 | 2,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,620 | 2,878 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $130,813 | 2,220 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $105,513 | 1,902 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $198,722 | 2,741 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $222,236 | 2,628 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $494,891 | 9,719 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $45,220 | 1,000 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||