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Disclosery

Bridgewater Associates, LP: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bridgewater Associates, LP on SM, newest first. How the timeline and the estimate are built.

Bridgewater Associates, LP held 265,019 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,019 shares
    Change vs previous 13F +265,019 shares

    0.03% of the 13F portfolio, value $6,916,996.

    13F-HR 0001350694-26-000003 filed by Bridgewater Associates, LP
    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 0 shares
    Change vs previous 13F -47,514 shares

    13F-HR 0001350694-26-000002 filed by Bridgewater Associates, LP
    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.

  3. period ended2025-12-31
    13F 47,514 shares
    Change vs previous 13F -434,636 shares

    <0.01% of the 13F portfolio, value $888,512.

    13F-HR 0001350694-26-000001 filed by Bridgewater Associates, LP
    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 482,150 shares
    Change vs previous 13F +133,116 shares

    0.05% of the 13F portfolio, value $12,039,286.

    13F-HR 0001172661-25-004777 filed by Bridgewater Associates, LP
    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 349,034 shares
    Change vs previous 13F +313,165 shares

    0.03% of the 13F portfolio, value $8,624,630.

    13F-HR 0001172661-25-003151 filed by Bridgewater Associates, LP
    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 35,869 shares
    Change vs previous 13F -267,535 shares

    <0.01% of the 13F portfolio, value $1,074,277.

    13F-HR 0001172661-25-001828 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 303,404 shares
    Change vs previous 13F -180,715 shares

    0.05% of the 13F portfolio, value $11,759,939.

    13F-HR 0001172661-25-000823 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 484,119 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $19,350,236.

    13F-HR 0001172661-24-004671 filed by Bridgewater Associates, LP
    Filed (acceptance time not in the bulk data set), ingested

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