Position in SMG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,480,845
+$349,525 QoQ
Shares Held
24,352
+4.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,480,845 | 24,352 | Shares | Sole | 2026-04-21 | |
| 2022-12-31 | $1,131,320 | 23,283 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,190,373 | 27,845 | Shares | Sole | 2022-10-05 | |
| No filing history on record for this holder in this stock. | ||||||