Position in WMK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$222,165
+$13,644 QoQ
Shares Held
2,837
-7.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 199 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026SageView Advisory Group, LLC holds $222,165 across 1 Grocery Stores name. WMK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMK |
Weis Markets Inc
This page
|
2,837 | $222,165 |
All Filings in WMK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,165 | 2,837 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $208,521 | 3,049 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $195,666 | 3,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $221,287 | 3,079 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,646 | 3,099 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $237,853 | 3,087 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $204,446 | 3,019 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $208,099 | 3,019 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $240,801 | 2,844 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $229,753 | 2,792 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||