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Simplicity Wealth,LLC

Position in SMPL — Simply Good Foods Co

CIK 1913243 SUMMIT, NJ

Position in SMPL

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$338,626
New position
Shares Held
25,499
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#157
of 298 holders
Holding Since
Jun 2026
1 quarter on record

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Simplicity Wealth,LLC holds $3,047,927 across 7 Packaged Foods names. SMPL ranks #5 (11.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SMPL
Simply Good Foods Co
This page
25,499 $338,626

All Filings in SMPL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $338,626 25,499