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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJM overviewAll 13F holders of SJMFull Q2 2026 holdings

Shares (Q2 2026)
4,686
Value
$527.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SJM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,686$527.2K<0.1%+35+0.8%AddedHolders
Q1 20264,651$448.5K<0.1%−466−9.1%ReducedHolders
Q4 20255,117$500.5K<0.1%−291−5.4%ReducedHolders
Q3 20255,408$587.3K<0.1%−1,210−18.3%ReducedHolders
Q2 20256,618$649.9K<0.1%+1,401+26.9%AddedHolders
Q1 20255,217$617.8K<0.1%+118+2.3%AddedHolders
Q4 20245,099$561.5K<0.1%−1,464−22.3%ReducedHolders
Q3 20246,563$794.7K<0.1%+1,759+36.6%AddedHolders
Q2 20244,804$523.8K<0.1%+104+2.2%AddedHolders
Q1 20244,700$545.6K<0.1%−2,487−34.6%ReducedHolders
Q4 20237,187$908.3K<0.1%+1,160+19.2%AddedHolders
Q3 20236,027$740.8K<0.1%+113+1.9%AddedHolders
Q2 20235,914$873.3K0.1%+71+1.2%AddedHolders
Q1 20235,843$919.5K0.1%−10−0.2%ReducedHolders
Q4 20225,853$927.5K0.1%+588+11.2%AddedHolders
Q3 20225,265$723.0K0.1%−405−7.1%ReducedHolders
Q2 20225,670$726.0K0.1%+2,754+94.4%AddedHolders
Q1 20222,916$395.0K<0.1%+195+7.2%AddedHolders
Q4 20212,721$370.0K<0.1%−17−0.6%ReducedHolders
Q3 20212,738$329.0K<0.1%+17+0.6%AddedHolders
Q2 20212,721$353.0K<0.1%+10+0.4%AddedHolders
Q1 20212,711$343.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.