Position in SMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$161,031
New position
Shares Held
16,055
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#282
of 518 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 45%
Shared 0%
None 55%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $5,439,007 across 5 Specialty Industrial Machinery names. SMR ranks #5 (3.0% of the industry book) .
All Filings in SMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,031 | 16,055 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||