Position in SMG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$579,207
+$357,582 QoQ
Shares Held
8,504
+153.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 463 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,869,252 across 3 Agricultural Inputs names. SMG ranks #3 (15.0% of the industry book) .
All Filings in SMG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,207 | 8,504 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $221,625 | 3,360 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||