Position in NAGE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$679,140
-$217,620 QoQ
Shares Held
154,000
+9.2% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAGE Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BSW Wealth Partners holds $321,637 across 1 Packaged Foods name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
2,859 | $321,637 |
All Filings in NAGE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,140 | 154,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $896,760 | 141,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $793,050 | 85,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,224,850 | 85,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $564,744 | 81,847 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $498,327 | 93,847 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $324,291 | 88,847 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||