Sage Private Wealth Group, LLC
- SEC CIK
- 0001845635
- Latest filing
- Aug 6, 2026
SJM holding history
J M SMUCKER Co in every 13F filed by Sage Private Wealth 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)
- 4,393
- Value
- $494.2K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,393 | $494.2K | 0.2% | +741+20.3% | Added | Holders |
| Q1 2026 | 3,652 | $352.2K | 0.2% | −1,105−23.2% | Reduced | Holders |
| Q4 2025 | 4,757 | $465.3K | 0.3% | +855+21.9% | Added | Holders |
| Q3 2025 | 3,902 | $423.8K | 0.2% | +181+4.9% | Added | Holders |
| Q2 2025 | 3,721 | $365.5K | 0.2% | +3,721 | New | Holders |