Surevest, LLC

SEC CIK: 0001593842
Latest filing: Nov 14, 2022

SEC filings (opens in a new tab)

WSM holding history

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

WSM overview All 13F holders of WSM Full Q3 2022 holdings

Shares (Q3 2022): 17,719
Value: $2.09M
% of portfolio: 0.6%
Quarters held: 3; Since Q1 2022

Holdings of WSM by Surevest, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	17,719	$2.09M	0.6%	+1,743+10.9%	Added	Holders
Q2 2022	15,976	$1.77M	0.5%	+3,450+27.5%	Added	Holders
Q1 2022	12,526	$1.82M	0.4%	+12,526	New	Holders