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Disclosery

Abacus Planning Group, Inc.: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abacus Planning Group, Inc. on SM, newest first. How the timeline and the estimate are built.

Abacus Planning Group, Inc. held 16,311 SM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,311 shares
    Change vs previous 13F -1,057 shares

    0.05% of the 13F portfolio, value $425,717.

    13F-HR 0001602730-26-000004 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,368 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $541,534.

    13F-HR 0001602730-26-000003 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).