Position in SJM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$466,987
+$59,143 QoQ
Shares Held
4,151
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#446
of 868 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $9,860,661 across 5 Packaged Foods names. SJM ranks #5 (4.7% of the industry book) .
All Filings in SJM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,987 | 4,151 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $407,844 | 4,229 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $407,574 | 4,167 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $417,349 | 3,843 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $390,541 | 3,977 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $425,920 | 3,597 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $417,685 | 3,793 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $473,379 | 3,909 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $430,053 | 3,944 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $498,445 | 3,960 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $440,813 | 3,488 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $388,887 | 3,164 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $428,538 | 2,902 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $487,532 | 3,098 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $654,281 | 4,129 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $427,207 | 3,109 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $386,846 | 3,022 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $487,476 | 3,600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $385,321 | 2,837 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $376,300 | 2,974 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $343,447 | 2,971 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||