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Private Wealth Management Group, LLC

Position in JBSS — Sanfilippo John B & Son Inc

CIK 2011342 PRINCETON, NJ

Position in JBSS

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$6,277
+$486 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 210 holders
Holding Since
Dec 2023
11 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, 2026

Private Wealth Management Group, LLC holds $66,552 across 15 Packaged Foods names. JBSS ranks #4 (9.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 JBSS
Sanfilippo John B & Son Inc
This page
73 $6,277

All Filings in JBSS

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,277 73
2026-03-31 $5,791 73
2025-12-31 $5,153 73
2025-09-30 $4,692 73
2025-06-30 $4,616 73
2025-03-31 $637 9
2024-12-31 $4,355 50
2024-09-30 $5,281 56
2024-06-30 $5,441 56
2024-03-31 $5,931 56
2023-12-31 $5,770 56