Position in SG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$263,542
+$108,289 QoQ
Shares Held
29,914
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 234 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Wealthspire Advisors, LLC holds $51,138,780 across 7 Restaurants names. SG ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
383,523 | $30,098,885 | |
| 2 | SBUX |
Starbucks Corp
|
69,864 | $7,139,402 | |
| 3 | MCD |
Mcdonalds Corp
|
25,099 | $6,784,510 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
156,582 | $5,323,788 | |
| 5 | YUM |
Yum Brands Inc
|
8,063 | $1,288,951 | |
| 6 | SG |
Sweetgreen, Inc.
This page
|
29,914 | $263,542 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
5,865 | $239,702 |
All Filings in SG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,542 | 29,914 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $155,253 | 29,914 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $84,216 | 12,458 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $105,599 | 13,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $196,907 | 13,233 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,711 | 13,058 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $418,639 | 13,058 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $462,941 | 13,059 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $449,477 | 14,913 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $376,677 | 14,912 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $168,505 | 14,912 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $165,816 | 14,112 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $180,915 | 14,112 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $110,638 | 14,112 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $120,939 | 14,112 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $261,072 | 14,112 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $164,404 | 14,112 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||