Position in SMBK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$954,399
+$160,216 QoQ
Shares Held
20,341
+0.1% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#65
of 184 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LeConte Wealth Management, LLC holds $1,451,924 across 3 Banks - Regional names. SMBK ranks #1 (65.7% of the industry book) .
All Filings in SMBK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,399 | 20,341 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $794,183 | 20,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $751,710 | 20,322 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $695,841 | 19,475 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $654,487 | 19,375 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $602,081 | 19,372 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||