Position in WSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$139,160
New position
Shares Held
597
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#811
of 996 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026IFG Advisory, LLC holds $740,711 across 11 Specialty Retail names. WSM ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
645 | $290,882 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
597 | $139,160 | |
| 3 | BBY |
Best Buy Co Inc
|
1,820 | $138,101 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
2,885 | $91,194 | |
| 5 | CASY |
Caseys General Stores Inc
|
62 | $49,276 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
98 | $22,227 | |
| 7 | SBH |
Sally Beauty Holdings, Inc.
|
500 | $7,070 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
50 | $2,356 |
All Filings in WSM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,160 | 597 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||