Skip to main content

Kingsview Wealth Management, LLC

Position in WSM — Williams Sonoma Inc

CIK 1791965 GRANTS PASS, OR

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, 2026

Kingsview Wealth Management, LLC holds $4,834,005 across 5 Specialty Retail names. WSM ranks #5 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSM
Williams Sonoma Inc
This page
1,379 $321,444

All Filings in WSM

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,444 1,379
2026-03-31 $367,212 2,014
2025-12-31 $447,367 2,505
2025-09-30 $566,218 2,897
2025-06-30 $513,145 3,141
2025-03-31 $690,264 4,366
2024-12-31 $845,717 4,567
2024-09-30 $793,500 5,122
2024-06-30 $2,494,174 8,833
2024-03-31 $1,067,853 3,363
2023-12-31 $7,799,200 38,652
2023-09-30 $5,095,721 32,791
2023-06-30 $3,324,093 26,563
2023-03-31 $2,950,376 24,251
2021-09-30 $1,485,138 8,375
2021-06-30 $943,531 5,910