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Disclosery

Bauman Advisory Group, LLC: SMIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bauman Advisory Group, LLC on SMIZ, newest first. How the timeline and the estimate are built.

Bauman Advisory Group, LLC held 0 SMIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -47,845 shares

    13F-HR 0001765380-26-000262 filed by Bauman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 47,845 shares
    Change vs previous 13F -2,205 shares

    1.24% of the 13F portfolio, value $1,773,602.

    13F-HR 0001765380-26-000169 filed by Bauman Advisory Group, LLC
    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 50,050 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,851,350.

    13F-HR 0001765380-26-000109 filed by Bauman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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