Position in SMG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,946,642
+$275,077 QoQ
Shares Held
43,263
-1.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#106
of 460 holders
Holding Since
Sep 2025
4 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, 2026Carolina Wealth Advisors, LLC holds $3,117,073 across 2 Agricultural Inputs names. SMG ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMG |
Scotts Miracle-Gro Co
This page
|
43,263 | $2,946,642 | |
| 2 | MOS |
Mosaic Co
|
8,043 | $170,431 |
All Filings in SMG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,946,642 | 43,263 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,671,565 | 43,933 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $56,191 | 963 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $55,127 | 968 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||