Position in WSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,298
+$21,987 QoQ
Shares Held
293
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#836
of 1,001 holders
Holding Since
Mar 2022
12 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, 2026CVA Family Office, LLC holds $322,664 across 12 Specialty Retail names. WSM ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
293 | $68,298 | |
| 2 | CASY |
Caseys General Stores Inc
|
79 | $62,788 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
130 | $58,627 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
205 | $46,496 | |
| 5 | BBY |
Best Buy Co Inc
|
484 | $36,725 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
449 | $14,192 | |
| 7 | MUSA |
Murphy USA Inc.
|
26 | $14,010 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
118 | $5,561 |
All Filings in WSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,298 | 293 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $46,311 | 254 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,216 | 102 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $19,740 | 101 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $16,173 | 99 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,912 | 88 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,184 | 82 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,112 | 33 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,670 | 13 | Shares | Sole | 2024-07-10 | |
| 2023-03-31 | $608 | 5 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $1,178 | 10 | Shares | Sole | 2022-11-22 | |
| 2022-03-31 | $2,900 | 20 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||