Basepoint Wealth LLC

Position in WSM — Williams Sonoma Inc

CIK 2088236 CEDAR RAPIDS, IA

Position in WSM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$224,448

-$19,684 QoQ

Shares Held

1,231

-9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Basepoint Wealth LLC holds $452,553 across 4 Specialty Retail names. WSM ranks #2 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	312	$227,092
2	WSM	Williams Sonoma Inc This page	1,231	$224,448
3	TSCO	Tractor Supply Co /De/	15	$679
4	FLWS	1 800 Flowers Com Inc	110	$334

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$224,448	1,231	-9.9%	Shares	Sole	2026-05-07
2025-12-31	$244,132	1,367	-44.2%	Shares	Sole	2026-02-10
2025-09-30	$478,657	2,449	-29.2%	Shares	Sole	2025-11-13
2025-06-30	$565,423	3,461	-38.0%	Shares	Sole	2025-10-16
2025-03-31	$882,039	5,579	-34.2%	Shares	Sole	2025-10-16
2024-12-31	$1,570,141	8,479	-15.4%	Shares	Sole	2025-10-16
2024-09-30	$1,552,143	10,019	+79.3%	Shares	Sole	2025-10-16
2024-06-30	$1,578,165	5,589	-13.5%	Shares	Sole	2025-10-16
2024-03-31	$2,052,831	6,465	-14.6%	Shares	Sole	2025-10-16
2023-12-31	$1,526,667	7,566	-6.2%	Shares	Sole	2025-10-16
2023-09-30	$1,253,922	8,069	+18.3%	Shares	Sole	2025-10-16
2023-06-30	$853,705	6,822	+9.8%	Shares	Sole	2025-10-15
2023-03-31	$755,995	6,214	+0.2%	Shares	Sole	2025-10-10
2022-12-31	$712,389	6,199	-2.3%	Shares	Sole	2025-10-09
2022-09-30	$747,640	6,344	+29.1%	Shares	Sole	2025-10-09
2022-06-30	$545,208	4,914	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.