Heritage Wealth Advisors

Position in JBSS — Sanfilippo John B & Son Inc

CIK 1591122 RICHMOND, VA

Position in JBSS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$42,995

+$3,330 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#156

of 210 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $164,087 across 6 Packaged Foods names. JBSS ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KHC	Kraft Heinz Co	3,742	$88,386
2	JBSS	Sanfilippo John B & Son Inc This page	500	$42,995
3	INGR	Ingredion Inc	302	$28,602
4	CPB	CAMPBELL'S Co	93	$2,071
5	MKC	Mccormick & Co Inc	40	$2,016
6	BYND	Beyond Meat, Inc.	1	$17

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,995	500	0.0%	Shares	Sole	2026-08-14
2026-03-31	$39,665	500	0.0%	Shares	Sole	2026-05-14
2025-12-31	$35,300	500	0.0%	Shares	Sole	2026-02-13
2025-09-30	$32,140	500	0.0%	Shares	Sole	2025-11-13
2025-06-30	$31,620	500	0.0%	Shares	Sole	2025-08-11
2025-03-31	$35,430	500	0.0%	Shares	Sole	2025-05-08
2024-12-31	$43,555	500	0.0%	Shares	Sole	2025-02-12
2024-09-30	$47,155	500	0.0%	Shares	Sole	2024-11-12
2024-06-30	$48,585	500	0.0%	Shares	Sole	2024-12-12
2024-03-31	$52,960	500	0.0%	Shares	Sole	2024-12-12
2023-12-31	$51,520	500	0.0%	Shares	Sole	2024-12-12
2023-09-30	$49,400	500	0.0%	Shares	Sole	2024-12-12
2023-06-30	$58,635	500	0.0%	Shares	Sole	2024-12-12
2023-03-31	$48,460	500	0.0%	Shares	Sole	2023-05-04
2022-12-31	$40,660	500	0.0%	Shares	Sole	2024-12-12
2022-09-30	$37,865	500	0.0%	Shares	Sole	2024-12-12
2022-06-30	$36,245	500	0.0%	Shares	Sole	2022-08-04
2022-03-31	$41,720	500	0.0%	Shares	Sole	2022-05-11
2021-12-31	$45,080	500	0.0%	Shares	Sole	2022-03-28
2021-09-30	$40,860	500	0.0%	Shares	Sole	2021-11-02
2021-06-30	$44,285	500	0.0%	Shares	Sole	2021-08-09
2021-03-31	$45,185	500	0.0%	Shares	Sole	2021-04-27
2020-12-31	$39,430	500	0.0%	Shares	Sole	2021-02-01
2020-09-30	$37,690	500	0.0%	Shares	Sole	2020-11-03
2020-06-30	$42,665	500	0.0%	Shares	Sole	2020-07-17
2020-03-31	$44,700	500	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.