Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,812
+$1,686 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 880 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $34,016 across 7 Packaged Foods names. SJM ranks #1 (34.7% 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 | $11,812 | 105 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,126 | 105 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,172 | 104 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,185 | 103 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $10,016 | 102 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $11,959 | 101 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $11,012 | 100 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||