Skip to main content

Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Affinity Investment 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of SJM by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,770−100.0%Sold outHolders
Q1 20251,770$209.6K0.2%+1,770NewHolders
Q4 20240$00.0%−1,770−100.0%Sold outHolders
Q3 20241,770$214.3K0.1%+1,770NewHolders
Q2 20240$00.0%−1,770−100.0%Sold outHolders
Q1 20241,770$222.8K0.2%00.0%UnchangedHolders
Q4 20231,770$223.7K0.2%+1,770NewHolders
Q3 20230$00.0%−1,450−100.0%Sold outHolders
Q2 20231,450$214.1K0.1%00.0%UnchangedHolders
Q1 20231,450$228.2K0.1%−120−7.6%ReducedHolders
Q4 20221,570$248.8K0.1%−200−11.3%ReducedHolders
Q3 20221,770$243.0K0.1%00.0%UnchangedHolders
Q2 20221,770$227.0K0.1%−210−10.6%ReducedHolders
Q1 20221,980$268.0K0.1%00.0%UnchangedHolders
Q4 20211,980$269.0K0.1%−675−25.4%ReducedHolders
Q3 20212,655$319.0K0.1%+152+6.1%AddedHolders
Q2 20212,503$324.0K0.1%−61−2.4%ReducedHolders
Q1 20212,564$324.0K0.1%––Holders

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