Position in SMG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$758,659
+$447,202 QoQ
Shares Held
11,139
+339.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 448 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $2,638,273 across 6 Agricultural Inputs names. SMG ranks #2 (28.8% of the industry book) .
All Filings in SMG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,659 | 11,139 | Shares | Other | 2026-08-03 | |
| 2022-03-31 | $311,457 | 2,533 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $420,371 | 2,611 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $451,666 | 3,086 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $609,537 | 3,176 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $407,875 | 1,665 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||