Position in SJM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$47,250
+$6,746 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#686
of 880 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $72,831 across 3 Packaged Foods names. SJM ranks #1 (64.9% of the industry book) .
All Filings in SJM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,250 | 420 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,504 | 420 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $41,080 | 420 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $45,612 | 420 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $41,244 | 420 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $97,451 | 823 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $90,628 | 823 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||