Position in SJM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,612
+$2,040 QoQ
Shares Held
121
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#751
of 880 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $49,829 across 4 Packaged Foods names. SJM ranks #2 (27.3% of the industry book) .
All Filings in SJM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,612 | 121 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,572 | 120 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,639 | 119 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,814 | 118 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,391 | 116 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,617 | 115 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,553 | 114 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,684 | 113 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,212 | 112 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,971 | 111 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $15,797 | 125 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $13,397 | 109 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,948 | 108 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,838 | 107 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $16,955 | 107 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||