D.B. Root & Company, LLC: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on SJM, newest first. How the timeline and the estimate are built.
D.B. Root & Company, LLC held 7,312 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 7,312 sharesChange vs previous 13F -778 shares
0.17% of the 13F portfolio, value $822,600.
13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,090 sharesChange vs previous 13F -71 shares
0.19% of the 13F portfolio, value $780,200.
13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,161 sharesChange vs previous 13F -865 shares
0.19% of the 13F portfolio, value $798,227.
13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,026 sharesChange vs previous 13F +1,255 shares
0.25% of the 13F portfolio, value $980,224.
13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,771 sharesChange vs previous 13F -824 shares
0.23% of the 13F portfolio, value $763,112.
13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,595 sharesChange vs previous 13F -1,001 shares
0.33% of the 13F portfolio, value $1,017,734.
13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,596 sharesChange vs previous 13F +289 shares
0.34% of the 13F portfolio, value $1,056,712.
13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,307 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $1,127,078.
13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).