Gary Goldberg Planning Services Inc: SJM position timeline

Gary Goldberg Planning Services Inc held 3,764 SJM shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

1. period ended2014-12-31

   13F 3,764 shares

   Change vs previous 13F -99 shares

   0.16% of the 13F portfolio, value $380,000.

   13F-HR 0001019687-15-000490 filed by Gary Goldberg Planning Services Inc
   Filed 2015-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

2. period ended2014-09-30

   13F 3,863 shares

   Change vs previous 13F +584 shares

   0.16% of the 13F portfolio, value $382,000.

   13F-HR 0001019687-14-004141 filed by Gary Goldberg Planning Services Inc
   Filed 2014-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

3. period ended2014-06-30

   13F 3,279 shares

   Change vs previous 13F +272 shares

   0.15% of the 13F portfolio, value $349,000.

   13F-HR 0001019687-14-002977 filed by Gary Goldberg Planning Services Inc
   Filed 2014-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

4. period ended2014-03-31

   13F 3,007 shares

   Change vs previous 13F +2,603 shares

   0.14% of the 13F portfolio, value $292,000.

   13F-HR 0001019687-14-001683 filed by Gary Goldberg Planning Services Inc
   Filed 2014-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

5. period ended2013-12-31

   13F 404 shares

   Change vs previous 13F +2 shares

   0.02% of the 13F portfolio, value $42,000.

   13F-HR 0001019687-14-000395 filed by Gary Goldberg Planning Services Inc
   Filed 2014-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

6. period ended2013-09-30

   13F 402 shares

   Change vs previous 13F +1 shares

   0.03% of the 13F portfolio, value $42,000.

   13F-HR 0001019687-13-004098 filed by Gary Goldberg Planning Services Inc
   Filed 2013-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

7. period ended2013-06-30

   13F 401 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $41,000.

   13F-HR 0001019687-13-003212 filed by Gary Goldberg Planning Services Inc
   Filed 2013-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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