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Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Plan A Wealth 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)
3,990
Value
$448.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SJM by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,990$448.9K0.2%+577+16.9%AddedHolders
Q1 20263,413$329.1K0.2%+472+16.0%AddedHolders
Q4 20252,941$287.7K0.1%+2,941NewHolders