Position in LWAY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,963
+$6,321 QoQ
Shares Held
602
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#76
of 97 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LWAY Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Abound Wealth Management holds $28,770 across 10 Packaged Foods names. LWAY ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LWAY |
Lifeway Foods, Inc.
This page
|
602 | $17,963 | |
| 2 | GIS |
General Mills Inc
|
92 | $3,201 | |
| 3 | KHC |
Kraft Heinz Co
|
124 | $2,928 | |
| 4 | CPB |
CAMPBELL'S Co
|
110 | $2,449 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
34 | $843 | |
| 6 | CAG |
Conagra Brands Inc.
|
55 | $740 | |
| 7 | BRCC |
BRC Inc.
|
3 | $310 | |
| 8 | JBSS |
Sanfilippo John B & Son Inc
|
2 | $171 |
All Filings in LWAY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,963 | 602 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,642 | 602 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $14,586 | 602 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $16,711 | 602 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $14,839 | 602 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,718 | 602 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||