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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Cornerstone Planning Group 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)
2
Value
$236
% of portfolio
<0.1%
Quarters held
9
Since Q3 2023
Holdings of SJM by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$236<0.1%00.0%UnchangedHolders
Q1 20262$194<0.1%+2NewHolders
Q2 20250$00.0%−15−100.0%Sold outHolders
Q1 202515$1.72K<0.1%+3+25.0%AddedHolders
Q4 202412$1.24K<0.1%+1+9.1%AddedHolders
Q3 202411$1.30K<0.1%−1−8.3%ReducedHolders
Q2 202412$1.37K<0.1%−3−20.0%ReducedHolders
Q1 202415$1.61K<0.1%+3+25.0%AddedHolders
Q4 202312$1.53K<0.1%+11+1,100.0%AddedHolders
Q3 20231$123<0.1%+1NewHolders