Clearstead Trust, LLC

Position in WSM — Williams Sonoma Inc

CIK 1708001 PORTLAND, ME

Position in WSM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$61,538

+$13,403 QoQ

Shares Held

264

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#839

of 1,001 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Clearstead Trust, LLC holds $118,820 across 7 Specialty Retail names. WSM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	264	$61,538
2	ULTA	Ulta Beauty, Inc.	59	$26,607
3	DKS	Dick's Sporting Goods, Inc.	53	$12,020
4	FIVE	Five Below, Inc	45	$8,090
5	BBY	Best Buy Co Inc	97	$7,360
6	MUSA	Murphy USA Inc.	3	$1,616
7	GME	GameStop Corp.	72	$1,589

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,538	264	0.0%	Shares	Sole	2026-08-06
2026-03-31	$48,135	264	0.0%	Shares	Sole	2026-05-06
2025-12-31	$47,147	264	-2.6%	Shares	Sole	2026-02-09
2025-09-30	$52,966	271	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$44,109	270	+2.3%	Shares	Sole	2025-08-08
2025-03-31	$41,738	264	-21.2%	Shares	Sole	2025-05-09
2024-12-31	$62,035	335	-6.9%	Shares	Sole	2025-02-10
2024-09-30	$55,771	360	+100.0%	Shares	Sole	2024-11-13
2024-06-30	$50,826	180	0.0%	Shares	Sole	2024-08-09
2024-03-31	$57,155	180	-61.6%	Shares	Sole	2024-05-10
2023-12-31	$94,634	469	0.0%	Shares	Sole	2024-02-06
2023-09-30	$72,882	469	0.0%	Shares	Sole	2023-11-13
2023-06-30	$58,690	469	-42.7%	Shares	Sole	2023-08-08
2023-03-31	$99,639	819	0.0%	Shares	Sole	2023-05-10
2022-12-31	$94,119	819	0.0%	Shares	Sole	2023-02-01
2022-09-30	$96,519	819	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.