Holdings in SMID
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$253,107 |
6,965 |
+33.7%
|
Shares |
Defined |
2026-01-29 |
| 2025-09-30 |
$192,175 |
5,208 |
+10.1%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$158,704 |
4,729 |
-10.9%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$164,888 |
5,307 |
-54.7%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$521,337 |
11,726 |
+369.8%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$83,341 |
2,496 |
+83.7%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$37,630 |
1,359 |
+107.8%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$30,724 |
654 |
+34.6%
|
Shares |
Sole |
2024-05-13 |
| 2023-09-30 |
$9,238 |
486 |
-34.3%
|
Shares |
Sole |
2023-11-09 |
| 2023-03-31 |
$13,882 |
740 |
-63.0%
|
Shares |
Sole |
2023-05-12 |
| 2021-09-30 |
$27,740 |
2,000 |
+81.8%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$25,960 |
1,100 |
—
|
Shares |
Defined |
2021-08-13 |
