CarsonAllaria Wealth Management, Ltd.: SMMU position timeline

CarsonAllaria Wealth Management, Ltd. held 75,773 SMMU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 75,773 shares

   Change vs previous 13F -19,066 shares

   1.66% of the 13F portfolio, value $3,826,520.

   13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 94,839 shares

   Change vs previous 13F -2,268 shares

   2.36% of the 13F portfolio, value $4,784,611.

   13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 97,107 shares

   Change vs previous 13F +6,636 shares

   2.43% of the 13F portfolio, value $4,897,083.

   13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 90,471 shares

   Change vs previous 13F -4,721 shares

   2.38% of the 13F portfolio, value $4,575,128.

   13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 95,192 shares

   Change vs previous 13F +11,324 shares

   2.56% of the 13F portfolio, value $4,775,801.

   13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 83,868 shares

   Change vs previous 13F -18,106 shares

   2.43% of the 13F portfolio, value $4,195,089.

   13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 101,974 shares

   Change vs previous 13F +2,067 shares

   2.91% of the 13F portfolio, value $5,082,392.

   13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 99,907 shares

   Change vs previous 13F not available

   2.89% of the 13F portfolio, value $5,045,349.

   13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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