Bogart Wealth, LLC

Position in WSM — Williams Sonoma Inc

CIK 1715740 MCLEAN, VA

Position in WSM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$75,484

+$2,441 QoQ

Shares Held

414

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Bogart Wealth, LLC holds $363,772 across 11 Specialty Retail names. WSM ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GME	GameStop Corp.	7,500	$172,800
2	WSM	Williams Sonoma Inc This page	414	$75,484
3	TSCO	Tractor Supply Co /De/	1,034	$46,840
4	BBY	Best Buy Co Inc	636	$40,831
5	CASY	Caseys General Stores Inc	27	$19,652
6	ULTA	Ulta Beauty, Inc.	10	$5,227
7	MUSA	Murphy USA Inc.	2	$987
8	DKS	Dick's Sporting Goods, Inc.	4	$793

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$75,484	414	+1.2%	Shares	Sole	2026-04-28
2025-12-31	$73,043	409	-0.7%	Shares	Sole	2026-01-30
2025-09-30	$80,525	412	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$66,818	409	+0.7%	Shares	Sole	2025-07-30
2025-03-31	$64,188	406	0.0%	Shares	Sole	2025-05-02
2024-12-31	$75,183	406	0.0%	Shares	Sole	2025-01-30
2024-09-30	$62,897	406	+103.0%	Shares	Sole	2024-10-23
2024-06-30	$28,237	200	0.0%	Shares	Sole	2024-07-31
2024-03-31	$31,753	200	0.0%	Shares	Sole	2024-04-25
2023-12-31	$20,178	200	0.0%	Shares	Sole	2024-02-07
2023-09-30	$15,540	200	0.0%	Shares	Sole	2023-10-30
2023-06-30	$12,514	200	0.0%	Shares	Sole	2023-07-31
2020-12-31	$10,184	200	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.