Legacy Wealth Managment, LLC/ID

Position in SM — SM Energy Co

CIK 2045082 BOISE, ID

Position in SM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$245,809

+$161,000 QoQ

Shares Held

9,418

+246.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#329

of 495 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Legacy Wealth Managment, LLC/ID holds $763,813 across 5 Oil & Gas E&P names. SM ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRGY	Crescent Energy Co	26,453	$259,768
2	SM	SM Energy Co This page	9,418	$245,809
3	KRP	Kimbell Royalty Partners, LP	14,654	$212,922
4	REI	Ring Energy, Inc.	20,995	$22,674
5	EONR	EON Resources Inc.	51,222	$22,640

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,809	9,418	+246.2%	Shares	Sole	2026-08-13
2026-03-31	$84,809	2,720	-5.3%	Shares	Sole	2026-05-07
2025-12-31	$53,724	2,873	-16.1%	Shares	Sole	2026-02-03
2025-09-30	$85,522	3,425	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$81,542	3,300	+25.0%	Shares	Sole	2025-08-06
2025-03-31	$79,037	2,639	+52.2%	Shares	Sole	2025-05-16
2024-12-31	$67,209	1,734	-9.1%	Shares	Sole	2025-02-13
2024-09-30	$76,221	1,907	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.