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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Visionary Wealth Advisors, 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)
2,014
Value
$226.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SJM by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,014$226.6K<0.1%−99−4.7%ReducedHolders
Q1 20262,113$203.8K<0.1%−116−5.2%ReducedHolders
Q4 20252,229$218.0K<0.1%−378−14.5%ReducedHolders
Q3 20252,607$283.2K<0.1%−958−26.9%ReducedHolders
Q2 20253,565$350.0K<0.1%−61,439−94.5%ReducedHolders
Q1 202565,004$7.70M0.5%+4,362+7.2%AddedHolders
Q4 202460,642$6.68M0.4%+870+1.5%AddedHolders
Q3 202459,772$7.24M0.4%+6,148+11.5%AddedHolders
Q2 202453,624$5.85M0.4%+2,915+5.7%AddedHolders
Q1 202450,709$6.38M0.4%+6,444+14.6%AddedHolders
Q4 202344,265$5.59M0.4%+1,778+4.2%AddedHolders
Q3 202342,487$5.22M0.4%−302−0.7%ReducedHolders
Q2 202342,789$6.32M0.5%+289+0.7%AddedHolders
Q1 202342,500$6.69M0.6%+397+0.9%AddedHolders
Q4 202242,103$6.67M0.6%+1,778+4.4%AddedHolders
Q3 202240,325$5.54M0.6%+2,677+7.1%AddedHolders
Q2 202237,648$4.82M0.4%+3,717+11.0%AddedHolders
Q1 202233,931$4.59M0.4%+3,517+11.6%AddedHolders
Q4 202130,414$4.13M0.3%+2,473+8.9%AddedHolders
Q3 202127,941$3.35M0.3%+24+0.1%AddedHolders
Q2 202127,917$3.62M0.4%+586+2.1%AddedHolders
Q1 202127,331$3.46M0.4%––Holders

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