Position in SMR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$170,510
+$61,785 QoQ
Shares Held
17,000
+69.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#269
of 514 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, 2026James J. Burns & Company, LLC holds $1,221,426 across 3 Specialty Industrial Machinery names. SMR ranks #3 (14.0% of the industry book) .
All Filings in SMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,510 | 17,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $108,725 | 10,030 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $271,080 | 7,530 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||