MONEY CONCEPTS CAPITAL CORP

Position in WSM — Williams Sonoma Inc

CIK 716851 PALM BEACH GARDENS, FL

Position in WSM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$275,291

+$59,595 QoQ

Shares Held

1,181

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#720

of 996 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $3,192,199 across 4 Specialty Retail names. WSM ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	2,970	$2,360,526
2	MUSA	Murphy USA Inc.	684	$368,587
3	WSM	Williams Sonoma Inc This page	1,181	$275,291
4	TLF	Tandy Leather Factory Inc	80,599	$187,795

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,291	1,181	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$215,696	1,183	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$210,736	1,180	-1.6%	Shares	Sole	2026-02-04
2025-09-30	$234,344	1,199	-1.5%	Shares	Sole	2025-11-04
2024-12-31	$225,364	1,217	-20.9%	Shares	Sole	2025-01-27
2022-12-31	$176,746	1,538	-42.6%	Shares	Sole	2023-02-14
2022-09-30	$315,838	2,680	-14.2%	Shares	Sole	2022-10-27
2022-06-30	$346,607	3,124	-7.4%	Shares	Sole	2022-07-18
2022-03-31	$489,085	3,373	+4.6%	Shares	Sole	2022-05-13
2021-12-31	$545,444	3,225	-14.9%	Shares	Sole	2022-02-14
2021-03-31	$678,988	3,789	+24.4%	Shares	Sole	2021-05-17
2020-12-31	$310,204	3,046	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.