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Allworth Financial LP: SJM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on SJM, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 11,822 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,822 shares
    Change vs previous 13F -36,148 shares

    0.01% of the 13F portfolio, value $1,329,956.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,970 shares
    Change vs previous 13F +3,234 shares

    0.02% of the 13F portfolio, value $4,626,227.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,736 shares
    Change vs previous 13F +35,269 shares

    0.02% of the 13F portfolio, value $4,375,635.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,467 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $1,028,162.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,676 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $851,983.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,803 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $1,018,371.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,812 shares
    Change vs previous 13F +6,952 shares

    <0.01% of the 13F portfolio, value $900,185.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,860 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,303.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).