SAGE PRIVATE WEALTH GROUP, LLC: SJM position timeline

SAGE PRIVATE WEALTH GROUP, LLC held 4,393 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,393 shares

   Change vs previous 13F +741 shares

   0.22% of the 13F portfolio, value $494,180.

   13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, LLC
   Filed 2026-08-06 (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 3,652 shares

   Change vs previous 13F -1,105 shares

   0.18% of the 13F portfolio, value $352,215.

   13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, LLC
   Filed 2026-05-01 (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 4,757 shares

   Change vs previous 13F +855 shares

   0.25% of the 13F portfolio, value $465,317.

   13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH GROUP, LLC
   Filed 2026-01-28 (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 3,902 shares

   Change vs previous 13F +181 shares

   0.24% of the 13F portfolio, value $423,751.

   13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH GROUP, LLC
   Filed 2025-10-27 (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 3,721 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $365,487.

   13F-HR 0001085146-25-004234 filed by SAGE PRIVATE WEALTH GROUP, LLC
   Filed 2025-07-29 (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).