Position in SFM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$671,480
+$58,914 QoQ
Shares Held
7,939
-0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 637 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $2,084,722 across 3 Grocery Stores names. SFM ranks #2 (32.2% of the industry book) .
All Filings in SFM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,480 | 7,939 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $612,566 | 7,942 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $302,825 | 3,801 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $333,363 | 3,064 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $479,760 | 2,914 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $453,188 | 2,969 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $335,210 | 2,638 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||