Position in SFM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,041,676
+$670,845 QoQ
Shares Held
24,139
+35.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#211
of 637 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Diversified Trust Co holds $3,562,713 across 4 Grocery Stores names. SFM ranks #1 (57.3% of the industry book) .
All Filings in SFM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,676 | 24,139 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,370,831 | 17,773 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,023,599 | 12,848 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||