Simply Good Foods shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Simply Good Foods (SMPL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Simply Good Foods
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Quarterly reported holdings in Simply Good Foods by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 60k | 34.77 |
| 2024-03-31 | $6.8M | 199k | 34.03 |
| 2023-12-31 | $7.5M | 189k | 39.60 |
| 2023-09-30 | $6.2M | 178k | 34.52 |
| 2023-06-30 | $6.1M | 166k | 36.59 |
| 2023-03-31 | $6.5M | 163k | 39.77 |
| 2022-12-31 | $5.9M | 155k | 38.03 |
| 2022-09-30 | $4.9M | 154k | 31.99 |
| 2022-06-30 | $5.5M | 145k | 37.78 |
| 2022-03-31 | $4.8M | 125k | 37.96 |
| 2021-12-31 | $5.0M | 122k | 41.57 |
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