Position in SNDL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,795
+$238 QoQ
Shares Held
1,330
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 107 holders
Holding Since
Dec 2022
9 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, 2026IFP Advisors, Inc holds $88,900 across 4 Beverages - Wineries & Distilleries names. SNDL ranks #2 (2.0% of the industry book) .
All Filings in SNDL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795 | 1,330 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,557 | 1,180 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,958 | 1,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,814 | 1,050 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,270 | 1,050 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $132 | 74 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $19 | 10 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $27 | 20 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $1 | 100 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||