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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Wealthspire 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)
1,906
Value
$214.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SJM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,906$214.4K<0.1%+1,906NewHolders
Q1 20260$00.0%−2,165−100.0%Sold outHolders
Q4 20252,165$211.8K<0.1%−375−14.8%ReducedHolders
Q3 20252,540$275.9K<0.1%−461−15.4%ReducedHolders
Q2 20253,001$294.7K<0.1%−499−14.3%ReducedHolders
Q1 20253,500$414.4K<0.1%−1,090−23.7%ReducedHolders
Q4 20244,590$505.5K<0.1%−868−15.9%ReducedHolders
Q3 20245,458$660.9K<0.1%−213−3.8%ReducedHolders
Q2 20245,671$618.4K<0.1%−987−14.8%ReducedHolders
Q1 20246,658$838.0K<0.1%−409−5.8%ReducedHolders
Q4 20237,067$893.2K<0.1%+101+1.4%AddedHolders
Q3 20236,966$856.1K<0.1%+5,420+350.6%AddedHolders
Q2 20231,546$228.3K<0.1%+20+1.3%AddedHolders
Q1 20231,526$240.1K<0.1%−217−12.4%ReducedHolders
Q4 20221,743$276.2K<0.1%+182+11.7%AddedHolders
Q3 20221,561$214.0K<0.1%+1+0.1%AddedHolders
Q2 20221,560$200.0K<0.1%−60−3.7%ReducedHolders
Q1 20221,620$219.0K<0.1%−148−8.4%ReducedHolders
Q4 20211,768$240.0K<0.1%+98+5.9%AddedHolders
Q3 20211,670$200.0K<0.1%+1,670NewHolders
Q2 20210$00.0%−2,205−100.0%Sold outHolders
Q1 20212,205$279.0K<0.1%––Holders

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