Position in SNDL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$124
-$28 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 106 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $66,999 across 2 Beverages - Wineries & Distilleries names. SNDL ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
832 | $66,875 | |
| 2 | SNDL |
SNDL Inc.
This page
|
92 | $124 |
All Filings in SNDL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124 | 92 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $152 | 92 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $246 | 92 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $111 | 92 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $129 | 92 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $164 | 92 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $189 | 92 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $174 | 92 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $184 | 92 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $150 | 92 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $174 | 92 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $126 | 92 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $147 | 92 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||