Position in SJM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,699,312
+$2,018,652 QoQ
Shares Held
95,105
+5.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#107
of 886 holders
Holding Since
Sep 2025
4 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, 2026Cyndeo Wealth Partners, LLC holds $29,073,812 across 3 Packaged Foods names. SJM ranks #1 (36.8% of the industry book) .
All Filings in SJM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,699,312 | 95,105 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,680,660 | 90,011 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,413,411 | 75,794 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,501,099 | 78,279 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||