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Simply Good Foods shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Simply Good Foods (SMPL) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Simply Good Foods

Tip: Access up to 7 years of quarterly data

All positions including Simply Good Foods held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simply Good Foods by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $754k 59k 12.77
2025-09-30 $163k 6.7k 24.26
2024-12-31 $206k 5.3k 38.98
2023-12-31 $208k 5.2k 39.60
2023-09-30 $297k 8.6k 34.52

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Simply Good Foods

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Norges Bank Investment Management
Geode Capital Management
River Road Asset Management
Silvercrest Asset Management Group
Goldman Sachs Group
Brown Advisory Holdings Incorporated
LSV Asset Management
AQR Capital Management
Btim
Morgan Stanley
Charles Schwab Investment Management

View all funds holding Simply Good Foods