Position in WSM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$60,139
-$2,158,484 QoQ
Shares Held
258
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#842
of 1,001 holders
Holding Since
Mar 2022
11 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, 2026Concord Wealth Partners holds $162,406 across 4 Specialty Retail names. WSM ranks #2 (37.0% of the industry book) .
All Filings in WSM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,139 | 258 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,218,623 | 12,423 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,284,224 | 11,687 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,155,830 | 13,196 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,866,528 | 11,806 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,495,985 | 24,279 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,790,737 | 24,469 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,182,874 | 11,272 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,949,536 | 9,289 | Shares | Sole | 2024-04-30 | |
| 2022-06-30 | $2,884 | 26 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $145 | 1 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||