Position in SMG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,210,423
+$876,640 QoQ
Shares Held
19,905
+239.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,210,423 | 19,905 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $333,783 | 5,861 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $816,324 | 14,872 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $478,451 | 7,354 | Shares | Defined | 2024-08-09 | |
| 2023-06-30 | $258,847 | 4,129 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $1,583,237 | 22,702 | Shares | Defined | 2023-05-01 | |
| 2022-09-30 | $298,608 | 6,985 | Shares | Defined | 2022-11-07 | |
| 2022-03-31 | $792,354 | 6,444 | Shares | Defined | 2022-05-17 | |
| 2021-09-30 | $432,640 | 2,956 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||