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Disclosery

Gradient Investments LLC: SJM position timeline

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

Gradient Investments LLC held 144,410 SJM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 144,410 shares
    Change vs previous 13F +9,669 shares

    0.25% of the 13F portfolio, value $17,171,820.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 134,741 shares
    Change vs previous 13F +4,092 shares

    0.21% of the 13F portfolio, value $15,158,405.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 130,649 shares
    Change vs previous 13F +2,458 shares

    0.2% of the 13F portfolio, value $12,599,764.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 128,191 shares
    Change vs previous 13F +127 shares

    0.2% of the 13F portfolio, value $12,538,376.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 128,064 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $13,907,755.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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