Retirement Wealth Solutions LLC WSM — WILLIAMS SONOMA INC

Ownership history in Retirement Wealth Solutions LLC  ·  5 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported WILLIAMS SONOMA INC (WSM) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows WSM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in WILLIAMS SONOMA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSM stock page Retirement Wealth Solutions LLC fund profile Retirement Wealth Solutions LLC full holdings
How Retirement Wealth Solutions LLC held WSM — position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 23 +2 +9.5% 0.00% $5K 2026-10-07 $240.46
2026 Q2 ADDED — — — 21 +4 +23.5% 0.00% $5K 2026-07-07 $221.75
2026 Q1 ADDED — — — 17 +8 +88.9% 0.00% $3K 2026-04-07 $178.62
2025 Q4 REDUCED 55.0% +2.4% ❌ 9 -11 -55.0% 0.00% $2K 2026-01-07 $189.84
2025 Q3 INITIATED — — — 20 — — 0.00% $4K 2025-10-08 $188.46

🏢 Other funds also holding WSM

As of 2026 Q3 — sorted by position size

TILIA FIDUCIARY PARTNERS, INC. 3Y 0.58% Shulman DeMeo Asset Management LLC 3Y 7Y 0.58% Monument Capital Management 3Y 7Y 0.45% Westwind Capital 3Y 7Y 0.4% M.E. ALLISON & CO., INC. 0.24% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.21% Investment Partners Asset Management, Inc. 0.2% Avidian Wealth Enterprises, LLC 3Y 7Y 0.15% Dorato Capital Management 0.08% Legacy Wealth Asset Management, LLC 3Y 0.08%

FAQ About Retirement Wealth Solutions LLC and WSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning WSM?

Retirement Wealth Solutions LLC reported WSM across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported WSM position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for WSM was 0.00% in 2026 Q3.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2026 Q3, when Retirement Wealth Solutions LLC reported 23 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this WSM ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly WSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Wealth Solutions LLC time their WSM position?

Based on 13F filing dates vs. subsequent WSM price moves, Retirement Wealth Solutions LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on WSM relative to SPY over the holding period was +9.4%.

← Back to Retirement Wealth Solutions LLC Holdings