True Wealth Design’s Simply Good Foods SMPL Stock Holding History

True Wealth Design’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.63K	Sell	277 -35	-11%	-$385	﹤0.01%	1578
2026 Q2	$4.14K	Buy	312 +257	+467%	+$3.17K	﹤0.01%	1408
2026 Q1	$790	Buy	+55	New	+$949	﹤0.01%	1890
2025 Q4	–	Sell	-12	Closed	-$298	–	2791
2025 Q3	$298	Buy	12 +1	+9%	+$30	﹤0.01%	2194
2025 Q2	$348	Hold	11	–	–	﹤0.01%	1874
2025 Q1	$380	Buy	+11	New	+$398	﹤0.01%	1665

Other funds holding SMPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SMPL Position: Q3 2026 in Review

True Wealth Design reduced its Simply Good Foods (SMPL) stake by 11% in Q3 2026, selling an estimated $385 and leaving 277 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

True Wealth Design first reported a position in SMPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.14K in Q2 2026. 18 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

True Wealth Design held 277 shares of Simply Good Foods worth $2.63K as of Q3 2026.
True Wealth Design sold 35 Simply Good Foods shares in Q3 2026, an estimated $385.
Simply Good Foods made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1578 holding.
True Wealth Design first reported a position in Simply Good Foods in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Simply Good Foods position peaked at $4.14K in Q2 2026.
18 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.