Position in SJM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$466,987
+$69,462 QoQ
Shares Held
4,151
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#450
of 880 holders
Holding Since
Mar 2024
7 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $1,773,787 across 5 Packaged Foods names. SJM ranks #2 (26.3% of the industry book) .
All Filings in SJM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,987 | 4,151 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $397,525 | 4,122 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $320,816 | 3,280 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $27,790 | 283 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $394,786 | 3,260 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $339,005 | 3,109 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $397,371 | 3,157 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||