Position in LFVN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,485
+$820 QoQ
Shares Held
238
+54.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 88 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LFVN Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Allworth Financial LP holds $7,203,079 across 39 Packaged Foods names. LFVN ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
11,822 | $1,329,975 | |
| 2 | GIS |
General Mills Inc
|
37,258 | $1,296,578 | |
| 3 | KHC |
Kraft Heinz Co
|
50,283 | $1,187,684 | |
| 4 | MKC |
Mccormick & Co Inc
|
11,432 | $576,401 | |
| 5 | CPB |
CAMPBELL'S Co
|
23,934 | $533,010 | |
| 6 | CAG |
Conagra Brands Inc.
|
27,258 | $366,892 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
12,821 | $318,217 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
7,260 | $313,486 |
All Filings in LFVN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485 | 238 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $665 | 154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $107 | 11 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $143 | 11 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $160 | 11 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $192 | 11 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $132 | 11 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $70 | 11 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $66 | 11 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $60 | 10 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $64 | 10 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $665 | 153 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $549 | 153 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $569 | 153 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $573 | 153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $665 | 153 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $728 | 153 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $966 | 153 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $968 | 143 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||