Skip to content
Disclosery

CARLSON FINANCIAL, INC.: SMG position timeline

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

CARLSON FINANCIAL, INC. held 3,305 SMG shares at 2026-06-30 per its 13F-HR filed 2026-08-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,305 shares
    Change vs previous 13F -455 shares

    0.11% of the 13F portfolio, value $225,150.

    13F-HR 0002085853-26-001066 filed by CARLSON FINANCIAL, INC.
    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 3,760 shares
    Change vs previous 13F -104 shares

    0.13% of the 13F portfolio, value $228,622.

    13F-HR 0002085853-26-001065 filed by CARLSON FINANCIAL, INC.
    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 3,864 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $225,480.

    13F-HR 0002085853-26-001064 filed by CARLSON FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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