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Private Wealth Partners, LLC

Position in SMR — NUSCALE POWER Corp

CIK 1335851 MILL VALLEY, CA

Position in SMR

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$247,440
-$514,015 QoQ
Shares Held
24,670
-64.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 518 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SMR Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,852,623 across 4 Specialty Industrial Machinery names. SMR ranks #3 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SMR
NUSCALE POWER Corp
This page
24,670 $247,440

All Filings in SMR

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $247,440 24,670
2026-03-31 $761,455 70,245
2025-12-31 $1,143,802 80,720
2025-09-30 $1,274,400 35,400
2025-06-30 $909,880 23,000
2025-03-31 $233,640 16,500