Retirement Wealth Solutions LLC
PensionPosition in WSM — Williams Sonoma Inc
CIK 2044741
MARSHFIELD, WI
Position in WSM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,895
+$1,796 QoQ
Shares Held
21
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#947
of 996 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $23,917 across 7 Specialty Retail names. WSM ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
11 | $8,742 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
11 | $4,960 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
21 | $4,895 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
15 | $3,402 | |
| 5 | FIVE |
Five Below, Inc
|
5 | $898 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
31 | $717 | |
| 7 | BBY |
Best Buy Co Inc
|
4 | $303 |
All Filings in WSM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,895 | 21 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,099 | 17 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,607 | 9 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,909 | 20 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||