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ACTION POINT FINANCIAL PLANNING, LLC

Position in SJM — J M SMUCKER Co

CIK 2116119 GRAND RAPIDS, MI

Position in SJM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,549
New position
Shares Held
156
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 880 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $389,607 across 23 Packaged Foods names. SJM ranks #6 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 SJM
J M SMUCKER Co
This page
156 $17,549

All Filings in SJM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $17,549 156