Position in WMK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$557,488
+$54,890 QoQ
Shares Held
7,119
-3.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#91
of 199 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026MONEY CONCEPTS CAPITAL CORP holds $21,194,778 across 3 Grocery Stores names. WMK ranks #3 (2.6% of the industry book) .
All Filings in WMK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,488 | 7,119 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $502,598 | 7,349 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $407,548 | 6,359 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $433,088 | 6,026 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $437,549 | 6,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,311 | 6,091 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $454,333 | 6,709 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $460,590 | 6,682 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $415,349 | 6,617 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $408,231 | 6,339 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $407,553 | 6,372 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $411,831 | 6,537 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $468,476 | 7,296 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $611,317 | 7,220 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $567,801 | 6,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $476,239 | 6,685 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $735,858 | 9,872 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $722,770 | 10,120 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $608,138 | 9,231 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||