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CAPTRUST FINANCIAL ADVISORS: SJM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 62,185 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,185 shares
    Change vs previous 13F +14,211 shares

    0.01% of the 13F portfolio, value $6,995,804.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,974 shares
    Change vs previous 13F -2,226 shares

    0.01% of the 13F portfolio, value $4,626,590.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 50,200 shares
    Change vs previous 13F -6,974 shares

    0.01% of the 13F portfolio, value $4,910,040.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 57,174 shares
    Change vs previous 13F -4,257 shares

    0.01% of the 13F portfolio, value $6,209,137.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 61,431 shares
    Change vs previous 13F +6,944 shares

    0.01% of the 13F portfolio, value $6,032,548.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 54,487 shares
    Change vs previous 13F -4,226 shares

    0.02% of the 13F portfolio, value $6,451,762.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 58,713 shares
    Change vs previous 13F +1,707 shares

    0.02% of the 13F portfolio, value $6,465,465.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 57,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,903,446.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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