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Biltmore Wealth Management, LLC: SMMU position timeline

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

Biltmore Wealth Management, LLC held 424,382 SMMU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 424,382 shares
    Change vs previous 13F -198 shares

    6.49% of the 13F portfolio, value $20,968,698.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 424,580 shares
    Change vs previous 13F +6,051 shares

    6.69% of the 13F portfolio, value $21,441,293.

    13F-HR 0001598102-26-000003 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 418,529 shares
    Change vs previous 13F +14,436 shares

    7.51% of the 13F portfolio, value $21,114,769.

    13F-HR 0001598102-26-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 404,093 shares
    Change vs previous 13F +5,720 shares

    7.69% of the 13F portfolio, value $20,378,433.

    13F-HR 0001598102-26-000001 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 398,373 shares
    Change vs previous 13F -31,645 shares

    7.69% of the 13F portfolio, value $20,145,739.

    13F-HR 0001598102-25-000002 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 430,018 shares
    Change vs previous 13F +20,125 shares

    8.73% of the 13F portfolio, value $21,573,982.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 409,893 shares
    Change vs previous 13F +2,301 shares

    8.65% of the 13F portfolio, value $20,502,833.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 407,592 shares
    Change vs previous 13F not available

    8.46% of the 13F portfolio, value $20,314,372.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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