Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$235,237
-$25,728 QoQ
Shares Held
2,091
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 880 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Prospera Financial Services Inc holds $1,690,662 across 6 Packaged Foods names. SJM ranks #5 (13.9% of the industry book) .
All Filings in SJM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,237 | 2,091 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $260,965 | 2,403 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $340,754 | 3,470 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $442,024 | 3,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $427,155 | 3,879 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $548,219 | 4,527 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $505,291 | 4,634 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $576,862 | 4,583 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $605,360 | 4,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $926,249 | 7,536 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,139,274 | 7,715 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,234,725 | 7,846 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,247,555 | 7,873 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,578,153 | 11,485 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,480,051 | 11,562 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,091,133 | 8,058 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,034,269 | 7,615 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $970,802 | 8,088 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,075,819 | 8,303 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $946,950 | 7,484 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $802,148 | 6,939 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,815 | 59 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $711,889 | 6,728 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $744,366 | 6,706 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||