Position in HSY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$32,809
-$111,882 QoQ
Shares Held
187
-73.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,225
of 1,406 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $165,583 across 3 Confectioners names. HSY ranks #2 (19.8% of the industry book) .
All Filings in HSY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,809 | 187 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $144,691 | 696 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $131,207 | 721 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $127,942 | 684 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $112,182 | 676 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $122,457 | 716 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $122,270 | 722 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $142,492 | 743 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $135,850 | 739 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $143,930 | 740 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $139,270 | 747 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $149,859 | 749 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $203,255 | 814 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $207,089 | 814 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $190,813 | 824 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $181,446 | 823 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $180,519 | 839 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $174,170 | 804 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $139,685 | 722 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $113,736 | 672 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $249,077 | 1,430 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $234,076 | 1,480 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $225,448 | 1,480 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $198,095 | 1,382 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $179,134 | 1,382 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $176,490 | 1,332 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||