OneDigital Investment Advisors LLC
Position in WSM — Williams Sonoma Inc
CIK 1690370
OVERLAND PARK, KS
Position in WSM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,388,442
-$1,717,059 QoQ
Shares Held
7,615
-56.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $3,311,938 across 5 Specialty Retail names. WSM ranks #1 (41.9% of the industry book) .
All Filings in WSM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,388,442 | 7,615 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,105,501 | 17,389 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $513,251 | 2,626 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $440,608 | 2,697 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $414,380 | 2,621 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $381,285 | 2,059 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $955,391 | 6,167 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $441,767 | 3,129 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $372,303 | 2,345 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $237,797 | 2,357 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $186,324 | 2,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $143,160 | 2,288 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||