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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Basepoint Wealth 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)
1,005
Value
$234.2K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of WSM by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,005$234.2K0.1%−226−18.4%ReducedHolders
Q1 20261,231$224.4K0.1%−136−9.9%ReducedHolders
Q4 20251,367$244.3K0.1%−1,082−44.2%ReducedHolders
Q3 20252,449$478.7K0.3%−1,012−29.2%ReducedHolders
Q2 20253,461$565.4K0.4%−2,118−38.0%ReducedHolders
Q1 20255,579$882.0K0.7%−2,900−34.2%ReducedHolders
Q4 20248,479$1.57M1.3%−1,540−15.4%ReducedHolders
Q3 202410,019$1.55M1.1%−1,159−10.4%ReducedConverted for a 2-for-1 splitHolders
Q2 20245,589$1.58M1.2%−876−13.5%ReducedHolders
Q1 20246,465$2.05M1.5%−1,101−14.6%ReducedHolders
Q4 20237,566$1.53M1.2%−503−6.2%ReducedHolders
Q3 20238,069$1.25M1.0%+1,247+18.3%AddedHolders
Q2 20236,822$853.7K0.7%+608+9.8%AddedHolders
Q1 20236,214$756.0K0.6%+15+0.2%AddedHolders
Q4 20226,199$712.4K0.6%−145−2.3%ReducedHolders
Q3 20226,344$747.7K0.8%+1,430+29.1%AddedHolders
Q2 20224,914$545.2K0.6%+4,914NewHolders