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Disclosery

Arax Advisory Partners: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on SMA, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 2,579 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,579 shares
    Change vs previous 13F +1,704 shares

    <0.01% of the 13F portfolio, value $83,817.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 875 shares
    Change vs previous 13F -564 shares

    <0.01% of the 13F portfolio, value $26,496.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 1,439 shares
    Change vs previous 13F +640 shares

    <0.01% of the 13F portfolio, value $44,523.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,074.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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