Cascades Capital Asset Management, LLC
Position in SMERY — Siemens Energy AG/ADR
CIK 2035512
GREENSBORO, NC
Position in SMERY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,400
+$162,064 QoQ
Shares Held
10,000
+53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMERY Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cascades Capital Asset Management, LLC holds $2,368,546 across 5 Specialty Industrial Machinery names. SMERY ranks #3 (16.1% of the industry book) .
All Filings in SMERY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,400 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $219,336 | 1,300 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||