SAGESPRING WEALTH PARTNERS, LLC

Position in WSM — Williams Sonoma Inc

CIK 2056425 FRANKLIN, TN

Position in WSM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$790,209

+$185,239 QoQ

Shares Held

3,390

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#535

of 1,001 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $2,139,552 across 5 Specialty Retail names. WSM ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	3,390	$790,209
2	CASY	Caseys General Stores Inc	740	$588,144
3	TSCO	Tractor Supply Co /De/	9,260	$292,708
4	DKS	Dick's Sporting Goods, Inc.	1,173	$266,048
5	FIVE	Five Below, Inc	1,126	$202,443

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,209	3,390	+2.2%	Shares	Sole	2026-08-03
2026-03-31	$604,970	3,318	-15.0%	Shares	Sole	2026-05-07
2025-12-31	$697,036	3,903	+16.0%	Shares	Sole	2026-01-07
2025-09-30	$657,884	3,366	-0.6%	Shares	Sole	2025-10-31
2025-06-30	$553,334	3,387	-1.7%	Shares	Sole	2025-07-28
2025-03-31	$544,654	3,445	+18.8%	Shares	Sole	2025-04-17
2024-12-31	$536,836	2,899	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.