Marshall Financial Group LLC
- SEC CIK
- 0001841496
- Latest filing
- Jul 17, 2026
SJM holding history
J M SMUCKER Co in every 13F filed by Marshall Financial 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 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −18,521−100.0% | Sold out | Holders |
| Q1 2024 | 18,521 | $2.33M | 0.7% | +892+5.1% | Added | Holders |
| Q4 2023 | 17,629 | $2.23M | 0.7% | +3,141+21.7% | Added | Holders |
| Q3 2023 | 14,488 | $1.78M | 0.6% | −99−0.7% | Reduced | Holders |
| Q2 2023 | 14,587 | $2.15M | 0.7% | +365+2.6% | Added | Holders |
| Q1 2023 | 14,222 | $2.24M | 0.8% | −255−1.8% | Reduced | Holders |
| Q4 2022 | 14,477 | $2.29M | 0.9% | +329+2.3% | Added | Holders |
| Q3 2022 | 14,148 | $1.94M | 0.8% | +561+4.1% | Added | Holders |
| Q2 2022 | 13,587 | $1.74M | 0.7% | +3,510+34.8% | Added | Holders |
| Q1 2022 | 10,077 | $1.36M | 0.6% | +10,077 | New | Holders |