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Empowered Funds, LLC: SM position timeline

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

Empowered Funds, LLC held 74,383 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,383 shares
    Change vs previous 13F -106,789 shares

    0.01% of the 13F portfolio, value $1,941,397.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    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/A 181,172 shares
    Change vs previous 13F +55,179 shares

    0.04% of the 13F portfolio, value $5,648,943.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    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/A 125,993 shares
    Change vs previous 13F +85,674 shares

    0.04% of the 13F portfolio, value $2,356,069.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    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 40,319 shares
    Change vs previous 13F -1,602 shares

    0.01% of the 13F portfolio, value $1,006,765.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    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 41,921 shares
    Change vs previous 13F +6,609 shares

    0.01% of the 13F portfolio, value $1,035,867.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    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 35,312 shares
    Change vs previous 13F -76,164 shares

    0.02% of the 13F portfolio, value $1,057,594.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    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 111,476 shares
    Change vs previous 13F -87,788 shares

    0.06% of the 13F portfolio, value $4,320,810.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    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 199,264 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,964,582.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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