Position in SFM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$744,202
+$91,546 QoQ
Shares Held
8,799
+4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 637 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $3,855,259 across 2 Grocery Stores names. SFM ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
56,025 | $3,111,057 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
This page
|
8,799 | $744,202 |
All Filings in SFM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,202 | 8,799 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $652,656 | 8,462 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $282,897 | 3,551 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $538,550 | 4,950 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $665,954 | 4,045 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $661,832 | 4,336 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $731,783 | 5,759 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $490,434 | 4,442 | Shares | Other | 2024-11-14 | |
| 2020-09-30 | $619,151 | 29,582 | Shares | Sole | 2020-11-06 | |
| 2020-03-31 | $371,818 | 20,001 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||