SageView Advisory Group, LLC
Position in JBSS — Sanfilippo John B & Son Inc
CIK 1914558
NEWPORT BEACH, CA
Position in JBSS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$530,558
+$1,031 QoQ
Shares Held
6,170
-7.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#91
of 211 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JBSS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026SageView Advisory Group, LLC holds $2,326,231 across 5 Packaged Foods names. JBSS ranks #2 (22.8% of the industry book) .
All Filings in JBSS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,558 | 6,170 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $529,527 | 6,675 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $472,667 | 6,695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $430,418 | 6,696 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $313,227 | 4,953 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $351,961 | 4,967 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $417,953 | 4,798 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,970 | 4,803 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $462,087 | 4,677 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $537,917 | 4,587 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $433,426 | 4,472 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $356,832 | 4,388 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||