Poehling Capital Management, INC.: SJM position timeline

Poehling Capital Management, INC. held 22,999 SJM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,999 shares

   Change vs previous 13F +548 shares

   0.55% of the 13F portfolio, value $2,587,388.

   13F-HR 0001104659-26-084984 filed by Poehling Capital Management, INC.
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 22,451 shares

   Change vs previous 13F +213 shares

   0.46% of the 13F portfolio, value $2,165,174.

   13F-HR 0001104659-26-046126 filed by Poehling Capital Management, INC.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 22,238 shares

   Change vs previous 13F +17,821 shares

   0.45% of the 13F portfolio, value $2,175,099.

   13F-HR 0001104659-26-011330 filed by Poehling Capital Management, INC.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,417 shares

   Change vs previous 13F +19 shares

   0.1% of the 13F portfolio, value $479,686.

   13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,398 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $431,884.

   13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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