Position in WSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$135,897
+$36,892 QoQ
Shares Held
583
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 1,001 holders
Holding Since
Mar 2021
18 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, 2026HARBOUR INVESTMENTS, INC. holds $7,618,196 across 17 Specialty Retail names. WSM ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
7,783 | $6,185,850 | |
| 2 | RH |
Rh
|
2,271 | $374,101 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
1,368 | $310,276 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
7,546 | $238,529 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
473 | $213,313 | |
| 6 | WSM |
Williams Sonoma Inc
This page
|
583 | $135,897 | |
| 7 | BBY |
Best Buy Co Inc
|
1,393 | $105,700 | |
| 8 | MUSA |
Murphy USA Inc.
|
34 | $18,321 |
All Filings in WSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,897 | 583 | Shares | Sole | 2026-08-12 | |
| 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 | $5,929 | 21 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,715 | 18 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $3,833 | 19 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $2,331 | 15 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,877 | 15 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $729 | 6 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,379 | 12 | Shares | Sole | 2023-02-16 | |
| 2021-09-30 | $16,491 | 93 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,115 | 126 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,336 | 80 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||