Position in SFM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$948,395
+$54,844 QoQ
Shares Held
11,213
-3.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#285
of 643 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $4,631,801 across 4 Grocery Stores names. SFM ranks #2 (20.5% of the industry book) .
All Filings in SFM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,395 | 11,213 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $893,551 | 11,585 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,025,751 | 12,875 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,081,126 | 19,128 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,457,275 | 20,999 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,288,170 | 21,542 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,689,182 | 21,163 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,195,392 | 19,884 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,404,651 | 16,790 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $677,297 | 10,504 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $439,436 | 9,134 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $303,452 | 7,090 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $252,188 | 6,866 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $236,067 | 6,739 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||