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Livermore
Livermore
ZHEN

Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Roberts Wealth 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)
29,530
Value
$6.88M
% of portfolio
1.6%
Quarters held
19
Since Q4 2021
Holdings of WSM by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,530$6.88M1.6%+1,332+4.7%AddedHolders
Q1 202628,198$5.14M1.3%+814+3.0%AddedHolders
Q4 202527,384$4.89M1.3%+275+1.0%AddedHolders
Q3 202527,109$5.30M1.4%−60.0%ReducedHolders
Q2 202527,115$4.43M1.3%+349+1.3%AddedHolders
Q1 202526,766$4.23M1.3%−381−1.4%ReducedHolders
Q4 202427,147$5.39M1.6%+5,495+25.4%AddedHolders
Q3 202421,652$3.24M1.0%−20,928−49.1%ReducedConverted for a 2-for-1 splitHolders
Q2 202421,290$3.03M1.0%+10,775+102.5%AddedHolders
Q1 202410,515$3.03M1.1%−71−0.7%ReducedHolders
Q4 202310,586$6.43M1.0%−10.0%ReducedHolders
Q3 202310,587$1.72M0.8%+186+1.8%AddedHolders
Q2 202310,401$1.30M0.6%+350+3.5%AddedHolders
Q1 202310,051$1.20M0.5%+439+4.6%AddedHolders
Q4 20229,612$1.10M0.5%+659+7.4%AddedHolders
Q3 20228,953$1.13M0.6%+260+3.0%AddedHolders
Q2 20228,693$1.13M0.5%+477+5.8%AddedHolders
Q1 20228,216$1.17M0.5%+734+9.8%AddedHolders
Q4 20217,482$1.26M0.5%+7,482NewHolders