Position in SJM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,250
+$1,606 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#763
of 880 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $314,304 across 5 Packaged Foods names. SJM ranks #2 (3.6% of the industry book) .
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,250 | 100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,644 | 100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,781 | 100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,860 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,820 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,841 | 100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,012 | 100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,110 | 100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,904 | 100 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,978 | 119 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $12,764 | 101 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,413 | 101 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $29,681 | 201 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,631 | 201 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $31,850 | 201 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $27,619 | 201 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $128 | 1 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $135 | 1 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $135 | 1 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $120 | 1 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $4,405 | 34 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,302 | 34 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,930 | 34 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $27,031 | 234 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,759 | 234 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $22,311 | 201 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||