Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$99,005
-$104,230 QoQ
Shares Held
543
-52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $6,145,667 across 17 Specialty Retail names. WSM ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
5,524 | $4,020,698 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
15,440 | $699,432 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
1,159 | $605,820 | |
| 4 | RH |
Rh
|
2,199 | $307,464 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
1,374 | $272,450 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
543 | $99,005 | |
| 7 | BBY |
Best Buy Co Inc
|
1,431 | $91,870 | |
| 8 | MUSA |
Murphy USA Inc.
|
34 | $16,794 |
All Filings in WSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,005 | 543 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,235 | 1,138 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $259,166 | 1,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $224,143 | 1,372 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $53,754 | 340 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,333 | 45 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,281 | 47 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,964 | 21 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,857 | 18 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,916 | 19 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,165 | 15 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $938 | 15 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $364 | 6 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $689 | 12 | Shares | Sole | 2023-02-16 | |
| 2021-09-30 | $8,245 | 93 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,057 | 126 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,168 | 80 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||