Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,262
+$466 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#814
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, 2026Holos Integrated Wealth LLC holds $13,076 across 3 Packaged Foods names. SJM ranks #2 (24.9% 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 | $3,262 | 29 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,796 | 29 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,836 | 29 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,149 | 29 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,847 | 29 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,433 | 29 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $3,193 | 29 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||