Sunrise Financial Services, LLC

Position in WSM — Williams Sonoma Inc

CIK 2110891 BURIEN, WA

Position in WSM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$500,931

+$109,651 QoQ

Shares Held

2,149

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#601

of 1,001 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sunrise Financial Services, LLC holds $556,427 across 5 Specialty Retail names. WSM ranks #1 (90.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	2,149	$500,931
2	RH	Rh	211	$34,758
3	FIVE	Five Below, Inc	92	$16,540
4	CASY	Caseys General Stores Inc	3	$2,384
5	DKS	Dick's Sporting Goods, Inc.	8	$1,814

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,931	2,149	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$391,280	2,146	0.0%	Shares	Sole	2026-04-29
2025-12-31	$383,254	2,146	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.