Position in LW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,318
+$92 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#479
of 554 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $149,517 across 7 Packaged Foods names. LW ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
3,120 | $108,576 | |
| 2 | SJM |
J M SMUCKER Co
|
159 | $17,887 | |
| 3 | KHC |
Kraft Heinz Co
|
276 | $6,519 | |
| 4 | CPB |
CAMPBELL'S Co
|
200 | $4,454 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
This page
|
100 | $4,318 | |
| 6 | CAG |
Conagra Brands Inc.
|
300 | $4,038 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
214 | $3,725 |
All Filings in LW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,318 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,226 | 100 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $4,189 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,808 | 100 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,185 | 100 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,330 | 100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,683 | 100 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||