SMPL β€” SIMPLY GOOD FOODS CO

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported SIMPLY GOOD FOODS CO (SMPL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SMPL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in SIMPLY GOOD FOODS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held SMPL β€” position size vs. price
% of Fund (quarterly)    SMPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7 β€” 0% 0.00% $101 2026-04-10 $10.44
2025 Q4 UNCHANGED 7 β€” 0% 0.00% $141 2026-01-12 $20.66
2025 Q3 UNCHANGED 7 β€” 0% 0.00% $174 2025-10-10 $23.99
2025 Q2 UNCHANGED 7 β€” 0% 0.00% $222 2025-07-14 $34.05
2025 Q1 UNCHANGED 7 β€” 0% 0.00% $242 2025-04-17 $37.31
2024 Q4 UNCHANGED 7 β€” 0% 0.00% $273 2025-01-13 $34.47
2024 Q3 INITIATED 7 β€” β€” 0.00% $244 2024-11-04 $34.31

FAQ About Abound Wealth Management and SMPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning SMPL?

Abound Wealth Management reported SMPL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SMPL position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for SMPL was 0.00% in 2024 Q4.

What is the latest reported SMPL position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $101.

What does the chart on this SMPL ownership page compare?

The chart compares Abound Wealth Management's quarterly SMPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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