Position in SJM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$968,400
+$193,119 QoQ
Shares Held
8,608
+7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#331
of 880 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Diversify Advisory Services, LLC holds $3,237,326 across 5 Packaged Foods names. SJM ranks #2 (29.9% of the industry book) .
All Filings in SJM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,400 | 8,608 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $775,281 | 8,039 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $275,335 | 2,815 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $293,437 | 2,702 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $293,912 | 2,993 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||