Position in SMG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$29,711,583
+$16,426,105 QoQ
Shares Held
488,597
+114.6% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
All Filings in SMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,711,583 | 488,597 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,285,478 | 227,686 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,031,676 | 53,234 | Shares | Sole | 2025-11-07 | |
| 2021-03-31 | $1,595,244 | 6,512 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $441,061 | 3,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,679,884 | 123,827 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||