Back to SMPL
IFP Advisors, Inc SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
6
Latest value
$7K
Q3 2026
Peak value
$10K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9K |
| Q3 2025 | $149 |
| Q4 2025 | $863 |
| Q1 2026 | $502 |
| Q2 2026 | $10K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 753 | — | — |
| Q2 2026 | $10K | 779 | — | — |
| Q1 2026 | $502 | 35 | — | — |
| Q4 2025 | $863 | 43 | — | — |
| Q3 2025 | $149 | 6 | — | — |
| Q3 2025 | $9K | 0 | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M