SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- Latest filing
- Jul 28, 2026
SJM holding history
J M SMUCKER Co in every 13F filed by SIMA Wealth Partners, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −40−100.0% | Sold out | Holders |
| Q3 2025 | 40 | $4.34K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 40 | $3.93K | <0.1% | −71−64.0% | Reduced | Holders |
| Q1 2025 | 111 | $13.1K | <0.1% | −78−41.3% | Reduced | Holders |
| Q4 2024 | 189 | $20.8K | <0.1% | −26−12.1% | Reduced | Holders |
| Q3 2024 | 215 | $26.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 215 | $23.4K | <0.1% | – | No prior filing | Holders |