Position in WALD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$114,067
+$90,342 QoQ
Shares Held
64,811
+413.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 77 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $2,179,132 across 6 Household & Personal Products names. WALD ranks #5 (5.2% of the industry book) .
All Filings in WALD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,067 | 64,811 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $23,725 | 12,620 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||