Position in SFM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$25,374
New position
Shares Held
300
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#523
of 637 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Allied Private Wealth LLC holds $26,433 across 2 Grocery Stores names. SFM ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
This page
|
300 | $25,374 | |
| 2 | DNUT |
Krispy Kreme, Inc.
|
300 | $1,059 |
All Filings in SFM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,374 | 300 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||