Position in SNDL
as of Jun 30, 2026
· filed Jul 15, 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
#59
of 106 holders
Holding Since
Dec 2025
3 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, 2026FSM Wealth Advisors, LLC holds $27,000 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
|
20,000 | $27,000 |
All Filings in SNDL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,000 | 20,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,400 | 20,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $33,200 | 20,000 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||