HERITAGE INVESTORS MANAGEMENT CORP
Holdings in SMID
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,390,659 | 38,268 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,412,089 | 38,268 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $1,284,274 | 38,268 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,188,986 | 38,268 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,701,395 | 38,268 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $1,278,837 | 38,300 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,063,296 | 38,400 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $1,804,032 | 38,400 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,576,563 | 39,913 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $841,534 | 44,268 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $973,680 | 41,398 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $795,424 | 42,400 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $869,220 | 42,401 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $1,134,253 | 42,402 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $608,048 | 43,432 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $734,885 | 41,402 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,945,894 | 41,402 | Shares | Sole | 2022-01-28 |
| 2021-09-30 | $606,840 | 43,752 | Shares | Sole | 2021-10-28 |
| 2021-06-30 | $1,032,547 | 43,752 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $593,239 | 49,602 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $480,315 | 50,827 | Shares | Sole | 2021-01-28 |