Williams-Sonoma shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams-Sonoma by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 1.8k | 155.38 |
More positions owned by Summit Wealth Group Llc / Co
View all positions for Summit Wealth Group Llc / Co