Position in SNDL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$67
+$1 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 106 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $67 across 1 Beverages - Wineries & Distilleries name. SNDL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDL |
SNDL Inc.
This page
|
50 | $67 |
All Filings in SNDL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67 | 50 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $66 | 50 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $83 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $134 | 50 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $60 | 50 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $70 | 50 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||