Wellspring Financial Advisors, LLC

Position in WSM — Williams Sonoma Inc

CIK 1811308 CLEVELAND, OH

Position in WSM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$217,715

New position

Shares Held

934

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#781

of 1,003 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $3,615,756 across 3 Specialty Retail names. WSM ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARHS	Arhaus, Inc.	327,002	$2,753,356
2	TSCO	Tractor Supply Co /De/	20,395	$644,685
3	WSM	Williams Sonoma Inc This page	934	$217,715

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,715	934	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.