Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
SJM holding history
J M SMUCKER Co in every 13F filed by Phillips Wealth Planners 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 (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −2,166−100.0% | Sold out | Holders |
| Q4 2023 | 2,166 | $280.1K | 0.3% | −283−11.6% | Reduced | Holders |
| Q3 2023 | 2,449 | $278.7K | 0.4% | +191+8.5% | Added | Holders |
| Q2 2023 | 2,258 | $333.4K | 0.4% | +339+17.7% | Added | Holders |
| Q1 2023 | 1,919 | $301.4K | 0.4% | +219+12.9% | Added | Holders |
| Q4 2022 | 1,700 | $254.1K | 0.4% | – | No prior filing | Holders |