Position in SFM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$424,507
+$66,547 QoQ
Shares Held
5,019
+8.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 637 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026NewEdge Advisors, LLC holds $4,376,625 across 5 Grocery Stores names. SFM ranks #2 (9.7% of the industry book) .
All Filings in SFM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,507 | 5,019 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,960 | 4,641 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $422,330 | 5,301 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $574,790 | 5,283 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,895,500 | 11,513 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,071,685 | 7,021 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,213,645 | 9,551 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,006,718 | 9,118 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $554,331 | 6,626 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $342,969 | 5,319 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,137 | 1,541 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $932,355 | 21,784 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $787,564 | 21,442 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $54,867 | 1,695 | Shares | Sole | 2023-02-14 | |
| 2020-06-30 | $881,831 | 34,460 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||