Position in WSM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,293,222
-$111,625 QoQ
Shares Held
29,031
-4.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $14,718,084 across 5 Specialty Retail names. WSM ranks #2 (36.0% of the industry book) .
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,293,222 | 29,031 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,404,847 | 30,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,102,730 | 31,224 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,713,539 | 34,973 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,301,251 | 33,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,549,261 | 35,367 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,184,707 | 33,467 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,977,026 | 10,543 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,567,669 | 14,385 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,791,222 | 13,833 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,334,418 | 15,022 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,825,792 | 14,590 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||