Position in SNDL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$27,000
+$600 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 106 holders
Holding Since
Jun 2024
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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $395,060 across 2 Beverages - Wineries & Distilleries names. SNDL ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
4,579 | $368,060 | |
| 2 | SNDL |
SNDL Inc.
This page
|
20,000 | $27,000 |
All Filings in SNDL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,000 | 20,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,400 | 20,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $33,200 | 20,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $53,600 | 20,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $24,200 | 20,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $28,200 | 20,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,800 | 20,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $41,200 | 20,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $38,000 | 20,000 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||