Corient Private Wealth LLC

Position in SMMD — iShares Russell 2500 ETF

CIK 1948780 MIAMI, FL

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All Filings in SMMD

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SMMD	$2,247,683	24,530	+54.6%	Shares	Sole	2026-08-27
2026-03-31 SMMD	$1,211,521	15,868	+2.2%	Shares	Sole	2026-05-15
2025-12-31 SMMD	$1,162,993	15,519	+27.7%	Shares	Sole	2026-03-09
2025-06-30 SMMD	$823,933	12,156	-24.1%	Shares	Sole	2025-09-26
2025-03-31 SMMD	$1,001,703	16,017	-32.4%	Shares	Sole	2025-05-14
2024-12-31 SMMD	$1,612,348	23,711	+1.2%	Shares	Sole	2025-02-10
2024-09-30 SMMD	$1,587,320	23,436	-10.7%	Shares	Sole	2024-11-12
2024-06-30 SMMD	$1,642,248	26,234	+0.2%	Shares	Sole	2024-08-13
2024-03-31 SMMD	$1,718,588	26,194	-59.9%	Shares	Sole	2024-05-09
2023-12-31 SMMD	$4,017,750	65,255	+51.7%	Shares	Sole	2024-02-09
2023-09-30 SMMD	$2,344,802	43,016	-6.3%	Shares	Sole	2023-11-03
2023-06-30 SMMD	$2,638,792	45,916	-7.0%	Shares	Sole	2023-08-10
2023-03-31 SMMD	$2,706,956	49,379	+0.2%	Shares	Sole	2023-05-15
2022-12-31 SMMD	$2,617,676	49,260	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.