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Disclosery

Abound Wealth Management: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on SMG, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 3,582 SMG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,582 shares
    Change vs previous 13F +1,187 shares

    0.05% of the 13F portfolio, value $244,001.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 2,395 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $145,624.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,372 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $138,386.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,344 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $133,474.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,319 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $152,942.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,295 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $125,981.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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