Position in WSM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$249,183
-$41,940 QoQ
Shares Held
1,069
-48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#740
of 996 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,046,245 across 5 Specialty Retail names. WSM ranks #3 (8.2% of the industry book) .
All Filings in WSM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,183 | 1,069 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $291,123 | 1,031 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $380,718 | 1,199 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||