Position in SNDL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 106 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Montgomery Financial Services LLC holds $40 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
|
30 | $40 |
All Filings in SNDL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40 | 30 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||