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Exeter Financial, LLC

SEC CIK
0001752045
Latest filing
Jul 16, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Exeter Financial, 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)
4,053
Value
$456.0K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SJM by Exeter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,053$456.0K0.2%−332−7.6%ReducedHolders
Q1 20264,385$422.9K0.2%−214−4.7%ReducedHolders
Q4 20254,599$449.8K0.2%−2,899−38.7%ReducedHolders
Q3 20257,498$814.3K0.4%−41−0.5%ReducedHolders
Q2 20257,539$740.4K0.3%−1,416−15.8%ReducedHolders
Q1 20258,955$1.06M0.5%+2,775+44.9%AddedHolders
Q4 20246,180$680.5K0.3%−1,841−23.0%ReducedHolders
Q3 20248,021$971.3K0.4%−1,387−14.7%ReducedHolders
Q2 20249,408$1.03M0.5%−207−2.2%ReducedHolders
Q1 20249,615$1.14M0.5%+2,841+41.9%AddedHolders
Q4 20236,774$888.9K0.4%−1,900−21.9%ReducedHolders
Q3 20238,674$1.07M0.6%+482+5.9%AddedHolders
Q2 20238,192$1.21M0.6%+51+0.6%AddedHolders
Q1 20238,141$1.27M0.6%−240−2.9%ReducedHolders
Q4 20228,381$1.33M0.7%+34+0.4%AddedHolders
Q3 20228,347$1.15M0.7%+133+1.6%AddedHolders
Q2 20228,214$1.05M0.6%+122+1.5%AddedHolders
Q1 20228,092$1.10M0.6%+165+2.1%AddedHolders
Q4 20217,927$1.14M0.6%+258+3.4%AddedHolders
Q3 20217,669$920.0K0.5%+108+1.4%AddedHolders
Q2 20217,561$981.0K0.6%+661+9.6%AddedHolders
Q1 20216,900$873.0K0.6%––Holders

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