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Leverty Financial Group’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Leverty Financial Group’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9K Hold
40,371
– – 0.01% 49
2026
Q1 		$90.8K Hold
40,371
– – 0.02% 44
2025
Q4 		$76.7K Hold
40,371
– – 0.02% 49
2025
Q3 		$64.2K Hold
40,371
– – 0.02% 44
2025
Q2 		$56.9K Hold
40,371
– – 0.02% 44
2025
Q1 		$49.3K Hold
40,371
– – 0.02% 43
2024
Q4 		$98.1K Hold
40,371
– – 0.05% 37
2024
Q3 		$80.7K Buy
40,371
+9,850
+32% +$18.5K 0.04% 35
2024
Q2 		$67.1K Buy
30,521
+10,440
+52% +$33K 0.04% 32
2024
Q1 		$72.7K Buy
20,081
+8,300
+70% +$34.5K 0.04% 33
2023
Q4 		$54.2K Buy
+11,781
New +$50.3K 0.03% 34

Other funds holding RMCF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Leverty Financial Group's RMCF Position: Q2 2026 in Review

Leverty Financial Group held its Rocky Mountain Chocolate Factory (RMCF) position steady in Q2 2026 at 40,371 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #49.

Leverty Financial Group first reported a position in RMCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.1K in Q4 2024. 4 funds tracked by Wall St. Rank hold RMCF as of Q2 2026.

  • Leverty Financial Group held 40,371 shares of Rocky Mountain Chocolate Factory worth $35.9K as of Q2 2026.
  • Leverty Financial Group left its Rocky Mountain Chocolate Factory share count unchanged in Q2 2026.
  • Rocky Mountain Chocolate Factory made up 0.01% of Leverty Financial Group's portfolio in Q2 2026, its #49 holding.
  • Leverty Financial Group first reported a position in Rocky Mountain Chocolate Factory in Q4 2023 and has held it in 11 quarters since.
  • Leverty Financial Group's Rocky Mountain Chocolate Factory position peaked at $98.1K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.