Position in IMKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$215,072
+$10,663 QoQ
Shares Held
2,428
+6.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 236 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $2,084,722 across 3 Grocery Stores names. IMKTA ranks #3 (10.3% of the industry book) .
All Filings in IMKTA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,072 | 2,428 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $204,409 | 2,274 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||