Position in FLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$450
-$17 QoQ
Shares Held
57
+32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 450 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLO Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $315,030 across 17 Packaged Foods names. FLO ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
6,777 | $235,839 | |
| 2 | KHC |
Kraft Heinz Co
|
1,178 | $27,824 | |
| 3 | SJM |
J M SMUCKER Co
|
166 | $18,675 | |
| 4 | DAR |
Darling Ingredients Inc.
|
121 | $6,609 | |
| 5 | POST |
Post Holdings, Inc.
|
55 | $4,854 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
111 | $4,792 | |
| 7 | INGR |
Ingredion Inc
|
43 | $4,072 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
143 | $3,549 |
All Filings in FLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450 | 57 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $467 | 43 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $39 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,342 | 84 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $285 | 15 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,024 | 98 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,299 | 143 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,752 | 124 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,565 | 108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $675 | 30 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,175 | 53 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,856 | 155 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,385 | 160 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,908 | 136 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,308 | 134 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,658 | 139 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,648 | 103 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,510 | 55 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||