Skip to main content

Operose Advisors LLC

SEC CIK
0001909750
Latest filing
Aug 13, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Operose 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)
20
Value
$4.66K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of WSM by Operose Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$4.66K<0.1%−2−9.1%ReducedHolders
Q1 202622$4.01K<0.1%+2+10.0%AddedHolders
Q4 202520$3.57K<0.1%00.0%UnchangedHolders
Q3 202520$3.91K<0.1%00.0%UnchangedHolders
Q2 202520$3.27K<0.1%+20NewHolders
Q4 20240$00.0%−580−100.0%Sold outHolders
Q3 2024580$89.9K<0.1%+580NewHolders