Position in SNDL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$789,932
+$505,482 QoQ
Shares Held
585,135
+171.5% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 106 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNDL Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $2,646,549 across 2 Beverages - Wineries & Distilleries names. SNDL ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
23,098 | $1,856,617 | |
| 2 | SNDL |
SNDL Inc.
This page
|
585,135 | $789,932 |
All Filings in SNDL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,932 | 585,135 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,450 | 215,493 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $344,496 | 207,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $560,331 | 209,079 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $255,653 | 211,284 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $297,070 | 210,688 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $363,602 | 203,130 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||