Position in WSM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,331
+$508 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#963
of 996 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $3,199 across 2 Specialty Retail names. WSM ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
10 | $2,331 | |
| 2 | BARK |
Bark, Inc.
|
87 | $868 |
All Filings in WSM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331 | 10 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,823 | 10 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,785 | 10 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,954 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,633 | 10 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,581 | 10 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,851 | 10 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,549 | 10 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,411 | 5 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,587 | 5 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,008 | 5 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $777 | 5 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $625 | 5 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||