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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in SJM — J M SMUCKER Co

CIK 2030780 SANDY, UT

Position in SJM

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$968,400
+$162,451 QoQ
Shares Held
8,608
+3.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#332
of 880 holders
Holding Since
Mar 2026
2 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, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,237,326 across 5 Packaged Foods names. SJM ranks #2 (29.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SJM
J M SMUCKER Co
This page
8,608 $968,400

All Filings in SJM

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $968,400 8,608
2026-03-31 $805,949 8,357