Position in SFM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,368
+$209 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 637 holders
Holding Since
Mar 2024
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, 2026Valued Wealth Advisors LLC holds $40,134 across 4 Grocery Stores names. SFM ranks #2 (5.9% of the industry book) .
All Filings in SFM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,368 | 28 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,159 | 28 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,195 | 15 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,414 | 13 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,811 | 11 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,679 | 11 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,298 | 144 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $883 | 8 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $669 | 8 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $257 | 4 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||