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Focus Partners Wealth: SJM position timeline

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

Focus Partners Wealth held 26,695 SJM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,695 shares
    Change vs previous 13F +11,582 shares

    <0.01% of the 13F portfolio, value $3,003,218.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,265 shares
    • Focus Partners Advisor Solutions, LLC: 4,430 shares

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

  2. period ended2026-03-31
    13F 15,113 shares
    Change vs previous 13F -27,126 shares

    <0.01% of the 13F portfolio, value $1,457,633.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 42,239 shares
    Change vs previous 13F -1,924 shares

    <0.01% of the 13F portfolio, value $4,145,332.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 44,163 shares
    Change vs previous 13F +1,925 shares

    0.01% of the 13F portfolio, value $4,796,270.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 42,238 shares
    Change vs previous 13F +1,110 shares

    0.01% of the 13F portfolio, value $4,147,826.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 41,128 shares
    Change vs previous 13F -763 shares

    0.01% of the 13F portfolio, value $4,870,251.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 41,891 shares
    Change vs previous 13F +32,743 shares

    0.01% of the 13F portfolio, value $4,613,110.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,148 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,107,932.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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