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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSM overviewAll 13F holders of WSMFull Q2 2026 holdings

Shares (Q2 2026)
2,341
Value
$545.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WSM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,341$545.7K<0.1%+554+31.0%AddedHolders
Q1 20261,787$325.9K<0.1%−9,207−83.7%ReducedHolders
Q4 202510,994$1.96M<0.1%+208+1.9%AddedHolders
Q3 202510,786$2.11M<0.1%−132−1.2%ReducedHolders
Q2 202510,918$1.78M<0.1%+20.0%AddedHolders
Q1 202510,916$1.73M<0.1%−193−1.7%ReducedHolders
Q4 202411,109$2.06M<0.1%−10,000−47.4%ReducedHolders
Q3 202421,109$3.27M0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q2 202410,604$2.99M0.1%+10,531+14,426.0%AddedHolders
Q1 202473$23.0K<0.1%00.0%UnchangedHolders
Q4 202373$14.7K<0.1%+21+40.4%AddedHolders
Q3 202352$8.08K<0.1%+52NewHolders
Q2 20230$00.0%−3,495−100.0%Sold outHolders
Q1 20233,495$425.2K<0.1%+3,495NewHolders
Q3 20220$00.0%−542−100.0%Sold outHolders
Q2 2022542$60.0K<0.1%+530+4,416.7%AddedHolders
Q1 202212$2.00K<0.1%00.0%UnchangedHolders
Q4 202112$2.00K<0.1%00.0%UnchangedHolders
Q3 202112$2.00K<0.1%00.0%UnchangedHolders
Q2 202112$2.00K<0.1%−60−83.3%ReducedHolders
Q1 202172$13.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.