Holdings in SMID
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,031,401 |
28,382 |
-4.5%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$1,096,851 |
29,725 |
-6.9%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$1,071,401 |
31,925 |
-26.3%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$1,345,671 |
43,311 |
-4.0%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$2,005,278 |
45,103 |
+14.6%
|
Shares |
Other |
2025-02-14 |
| 2024-09-30 |
$1,314,095 |
39,356 |
+172.3%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$400,203 |
14,453 |
+15.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$587,954 |
12,515 |
-5.4%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$522,387 |
13,225 |
+72.7%
|
Shares |
Defined |
2024-02-13 |
| 2021-12-31 |
$359,832 |
7,656 |
—
|
Shares |
Defined |
2022-02-08 |
