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CONTINENTAL INVESTORS SERVICES, INC.: SMIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONTINENTAL INVESTORS SERVICES, INC. on SMIZ, newest first. How the timeline and the estimate are built.

CONTINENTAL INVESTORS SERVICES, INC. held 244,244 SMIZ 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 244,244 shares
    Change vs previous 13F +65,130 shares

    8.3% of the 13F portfolio, value $10,591,941.

    13F-HR 0001754960-26-000763 filed by CONTINENTAL INVESTORS SERVICES, 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 179,114 shares
    Change vs previous 13F +84,347 shares

    7.17% of the 13F portfolio, value $7,585,201.

    13F-HR 0001754960-26-000389 filed by CONTINENTAL INVESTORS SERVICES, 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 94,767 shares
    Change vs previous 13F +36,812 shares

    4.84% of the 13F portfolio, value $3,755,836.

    13F-HR 0001754960-26-000190 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 57,955 shares
    Change vs previous 13F +16,640 shares

    3.17% of the 13F portfolio, value $2,137,625.

    13F-HR 0001754960-25-000756 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 41,315 shares
    Change vs previous 13F +6,849 shares

    2.54% of the 13F portfolio, value $1,411,073.

    13F-HR 0001754960-25-000529 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 34,466 shares
    Change vs previous 13F +8,441 shares

    2.08% of the 13F portfolio, value $1,049,349.

    13F-HR 0001754960-25-000308 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 26,025 shares
    Change vs previous 13F +3,971 shares

    1.73% of the 13F portfolio, value $872,848.

    13F-HR 0001754960-25-000128 filed by CONTINENTAL INVESTORS SERVICES, INC.
    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 22,054 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $723,089.

    13F-HR 0001754960-24-000577 filed by CONTINENTAL INVESTORS SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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