Partnership Wealth Management, LLC

SEC CIK: 0002010656
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

SJM holding history

J M SMUCKER Co in every 13F filed by Partnership 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 overview All 13F holders of SJM Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of SJM by Partnership Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−45−100.0%	Sold out	Holders
Q1 2024	45	$5.66K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	45	$5.92K	<0.1%	–	No prior filing	Holders