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Disclosery

Forza Wealth Management, LLC: SJM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forza Wealth Management, LLC on SJM, newest first. How the timeline and the estimate are built.

Forza Wealth Management, LLC held 0 SJM shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,700 shares

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,700 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $438,117.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,710 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $408,545.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,740 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $452,914.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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