Position in WSM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$32,167
+$7,006 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 996 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $410,184 across 15 Specialty Retail names. WSM ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
5,516 | $174,360 | |
| 2 | CASY |
Caseys General Stores Inc
|
89 | $70,736 | |
| 3 | MUSA |
Murphy USA Inc.
|
91 | $49,037 | |
| 4 | WSM |
Williams Sonoma Inc
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|
138 | $32,167 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
136 | $30,846 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
61 | $27,509 | |
| 7 | BBY |
Best Buy Co Inc
|
122 | $9,257 | |
| 8 | FIVE |
Five Below, Inc
|
44 | $7,910 |
All Filings in WSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,167 | 138 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $25,161 | 138 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,752 | 133 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,131 | 103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,827 | 103 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,758 | 106 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $19,073 | 103 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,956 | 103 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,118 | 50 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,194 | 51 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,290 | 51 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,614 | 49 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,005 | 40 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,866 | 40 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,252 | 37 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,481 | 55 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,877 | 71 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,220 | 36 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,706 | 16 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||