Position in SMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$948,757
+$259,833 QoQ
Shares Held
15,602
+29.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $948,757 | 15,602 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $688,924 | 12,097 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764,608 | 11,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $827,466 | 15,075 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $441,301 | 6,783 | Shares | Sole | 2024-08-14 | |
| 2022-09-30 | $388,982 | 9,099 | Shares | Sole | 2022-11-29 | |
| 2021-03-31 | $542,363 | 2,214 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||