Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$202,500
New position
Shares Held
1,800
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#615
of 880 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $1,545,038 across 4 Packaged Foods names. SJM ranks #3 (13.1% of the industry book) .
All Filings in SJM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,500 | 1,800 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||