Position in WSM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,631
+$902 QoQ
Shares Held
7
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#973
of 1,001 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Bare Financial Services, Inc holds $51,749 across 15 Specialty Retail names. WSM ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
59 | $13,381 | |
| 2 | ASO |
Academy Sports & Outdoors, Inc.
|
272 | $12,818 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
150 | $4,740 | |
| 4 | BBY |
Best Buy Co Inc
|
62 | $4,703 | |
| 5 | WINA |
Winmark Corp
|
8 | $3,384 | |
| 6 | CASY |
Caseys General Stores Inc
|
4 | $3,179 | |
| 7 | EYE |
National Vision Holdings, Inc.
|
164 | $3,117 | |
| 8 | WSM |
Williams Sonoma Inc
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|
7 | $1,631 |
All Filings in WSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $729 | 4 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $714 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $781 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $653 | 4 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,739 | 11 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||