Position in SMR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$276,617
-$18,404 QoQ
Shares Held
27,579
+1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#220
of 518 holders
Holding Since
Mar 2025
6 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, 2026B.O.S.S. Retirement Advisors, LLC holds $2,184,877 across 3 Specialty Industrial Machinery names. SMR ranks #2 (12.7% of the industry book) .
All Filings in SMR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,617 | 27,579 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $295,021 | 27,216 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $411,000 | 29,005 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,373,868 | 38,163 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,543,670 | 39,021 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $500,825 | 35,369 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||