Position in HSY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$293,352
-$20,354 QoQ
Shares Held
1,672
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#953
of 1,379 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $1,193,963 across 4 Confectioners names. HSY ranks #2 (24.6% of the industry book) .
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,352 | 1,672 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $313,706 | 1,509 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,016,176 | 5,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $233,999 | 1,251 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,159,658 | 6,988 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,469,831 | 8,594 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,200,195 | 12,992 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,336,898 | 6,971 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $126,107 | 686 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $227,565 | 1,170 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $213,287 | 1,144 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $225,290 | 1,126 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $260,936 | 1,045 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $261,279 | 1,027 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $261 | 2,783 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,414,094 | 6,414 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,183,810 | 5,502 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $803,697 | 3,710 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $119,177 | 616 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $102,904 | 608 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $105,553 | 606 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $64,529 | 408 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $62,150 | 408 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $66,653 | 465 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $48,866 | 377 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $38,690 | 292 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||