Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
WSM holding history
Williams Sonoma Inc in every 13F filed by Plan Group Financial, 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)
- 1,400
- Value
- $326.3K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,400 | $326.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,400 | $255.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,400 | $250.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,400 | $273.6K | 0.1% | −23−1.6% | Reduced | Holders |
| Q2 2025 | 1,423 | $232.5K | 0.1% | +23+1.6% | Added | Holders |
| Q1 2025 | 1,400 | $221.3K | 0.1% | +1,400 | New | Holders |