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Disclosery

Cetera Trust Company, N.A: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on SM, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 2,060 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,060 shares
    Change vs previous 13F +625 shares

    0.03% of the 13F portfolio, value $53,766.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 1,435 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $44,743.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 1,435 shares
    Change vs previous 13F -2,625 shares

    0.01% of the 13F portfolio, value $26,835.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 4,060 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $101,378.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 4,060 shares
    Change vs previous 13F +1,295 shares

    0.06% of the 13F portfolio, value $100,323.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 2,765 shares
    Change vs previous 13F +325 shares

    0.05% of the 13F portfolio, value $82,812.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 2,440 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $94,574.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 3,040 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $121,509.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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