SMPL β€” SIMPLY GOOD FOODS CO/THE

Ownership history in F/m Investments LLC  Β·  6 quarters on record

AI Ownership Summary

F/m Investments LLC reported SIMPLY GOOD FOODS CO/THE (SMPL) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows SMPL at 0.01% 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 F/m Investments LLC's position in SIMPLY GOOD FOODS CO/THE, 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
2025 Q3

SMPL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 F/m Investments LLC held SMPL β€” position size vs. price
% of Fund (quarterly)    SMPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,778 -242 -2.7% 0.01% $218K 2025-11-13 $19.57
2025 Q2 REDUCED 9,020 -2,718 -23.2% 0.01% $285K 2025-08-13 $29.74
2025 Q1 ADDED 11,738 +1,326 +12.7% 0.02% $405K 2025-05-14 $35.38
2024 Q4 REDUCED 10,412 -4,072 -28.1% 0.01% $406K 2025-02-13 $38.37
2024 Q3 REDUCED 14,484 -63 -0.4% 0.02% $504K 2024-10-29 $33.77
2024 Q2 INITIATED 14,547 β€” β€” 0.02% $526K 2024-07-29 $34.49

FAQ About F/m Investments LLC and SMPL

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

How long has F/m Investments LLC reported owning SMPL?

F/m Investments LLC reported SMPL across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SMPL position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for SMPL was 0.02% in 2024 Q2.

What is the latest reported SMPL position on this page?

The most recent filing on this page is 2025 Q3, when F/m Investments LLC reported 8,778 shares, equal to 0.01% of portfolio, with an estimated market value of $218K.

What does the chart on this SMPL ownership page compare?

The chart compares F/m Investments LLC'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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