Position in HSY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$75,794
-$12,559 QoQ
Shares Held
432
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,162
of 1,401 holders
Holding Since
Dec 2024
7 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, 2026Rialto Wealth Management, LLC holds $96,213 across 3 Confectioners names. HSY ranks #1 (78.8% of the industry book) .
All Filings in HSY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,794 | 432 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $88,353 | 425 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $76,431 | 420 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $78,373 | 419 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $69,035 | 416 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $154,782 | 905 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $221,001 | 1,305 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||