Position in WSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$347,319
+$75,648 QoQ
Shares Held
1,490
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#676
of 1,003 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $1,708,205 across 6 Specialty Retail names. WSM ranks #3 (20.3% of the industry book) .
All Filings in WSM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,319 | 1,490 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $271,671 | 1,490 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $337,535 | 1,890 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $369,400 | 1,890 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $321,022 | 1,965 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $298,809 | 1,890 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||