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Waverly Advisors, LLC

Position in SMID — Smith Midland Corp

CIK 1568787 BIRMINGHAM, AL

Position in SMID

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$290,116
-$35,314 QoQ
Shares Held
10,004
0.0% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 54 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SMID Over Time

Shares Held

Position Value (USD)

Position in Building Materials

Basic Materials · as of Jun 30, 2026

Waverly Advisors, LLC holds $7,684,465 across 5 Building Materials names. SMID ranks #4 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SMID
Smith Midland Corp
This page
10,004 $290,116

All Filings in SMID

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $290,116 10,004
2026-03-31 $325,430 10,004
2025-12-31 $363,509 10,003
2025-09-30 $369,110 10,003