Position in WSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$229,137
-$40,388 QoQ
Shares Held
983
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#769
of 1,001 holders
Holding Since
Sep 2024
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, 2026Savvy Advisors, Inc. holds $1,519,498 across 5 Specialty Retail names. WSM ranks #3 (15.1% 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 | $229,137 | 983 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $269,525 | 1,379 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $234,272 | 1,434 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $231,774 | 1,466 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $262,029 | 1,415 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,972 | 1,407 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||