Position in SNDL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,500
+$300 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 106 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNDL Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $970,906 across 2 Beverages - Wineries & Distilleries names. SNDL ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
11,911 | $957,406 | |
| 2 | SNDL |
SNDL Inc.
This page
|
10,000 | $13,500 |
All Filings in SNDL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,500 | 10,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,200 | 10,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,600 | 10,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,800 | 10,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,100 | 10,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $14,100 | 10,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $17,900 | 10,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,600 | 10,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $19,000 | 10,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,050 | 10,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $16,400 | 10,000 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $19,000 | 10,000 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||