Forza Wealth Management, LLC
- SEC CIK
- 0001963030
- Latest filing
- Jul 17, 2026
SJM holding history
J M SMUCKER Co in every 13F filed by Forza Wealth Management, 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 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −3,700−100.0% | Sold out | Holders |
| Q1 2025 | 3,700 | $438.1K | 0.2% | −10−0.3% | Reduced | Holders |
| Q4 2024 | 3,710 | $408.5K | 0.2% | −30−0.8% | Reduced | Holders |
| Q3 2024 | 3,740 | $452.9K | 0.2% | −200−5.1% | Reduced | Holders |
| Q2 2024 | 3,940 | $429.6K | 0.2% | −200−4.8% | Reduced | Holders |
| Q1 2024 | 4,140 | $521.1K | 0.3% | −100−2.4% | Reduced | Holders |
| Q4 2023 | 4,240 | $535.9K | 0.3% | −660−13.5% | Reduced | Holders |
| Q3 2023 | 4,900 | $602.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2023 | 4,900 | $723.6K | 0.4% | +20+0.4% | Added | Holders |
| Q1 2023 | 4,880 | $768.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4,880 | $773.3K | 0.5% | – | No prior filing | Holders |