Position in WSM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$321,444
-$45,768 QoQ
Shares Held
1,379
-31.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#693
of 1,001 holders
Holding Since
Jun 2021
16 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 Jun 30, 2026Kingsview Wealth Management, LLC holds $4,834,005 across 5 Specialty Retail names. WSM ranks #5 (6.6% of the industry book) .
All Filings in WSM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,444 | 1,379 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $367,212 | 2,014 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $447,367 | 2,505 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $566,218 | 2,897 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,145 | 3,141 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $690,264 | 4,366 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $845,717 | 4,567 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $793,500 | 5,122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,494,174 | 8,833 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,067,853 | 3,363 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,799,200 | 38,652 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,095,721 | 32,791 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,324,093 | 26,563 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,950,376 | 24,251 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $1,485,138 | 8,375 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $943,531 | 5,910 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||