Position in SJM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$495,787
-$931,332 QoQ
Shares Held
4,407
-70.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 880 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $3,022,330 across 5 Packaged Foods names. SJM ranks #2 (16.4% of the industry book) .
All Filings in SJM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,787 | 4,407 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,427,119 | 14,798 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,216,952 | 12,442 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,298,691 | 57,999 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,278,141 | 23,199 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,516,003 | 12,803 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $401,827 | 3,649 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $14,175 | 130 | Shares | Sole | 2024-08-07 | |
| 2023-06-30 | $284,264 | 1,925 | Shares | Sole | 2024-04-23 | |
| 2022-09-30 | $204,328 | 1,487 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $736,313 | 5,752 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $1,111,445 | 8,208 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $967,989 | 7,127 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $716,939 | 5,973 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $670,006 | 5,171 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $1,371,838 | 10,842 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $710,362 | 6,145 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||