Position in SMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,300
-$8,100 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#341
of 518 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Navis Wealth Advisors, LLC holds $28,375,524 across 4 Specialty Industrial Machinery names. SMR ranks #4 (0.4% of the industry book) .
All Filings in SMR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,300 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $108,400 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $360,000 | 10,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||