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Disclosery

FORA Capital, LLC: SMR position timeline

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

FORA Capital, LLC held 147,269 SMR 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 147,269 shares
    Change vs previous 13F +135,395 shares

    0.1% of the 13F portfolio, value $1,475,635.

    13F-HR 0002073679-26-000086 filed by FORA Capital, 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 11,874 shares
    Change vs previous 13F -56,453 shares

    0.01% of the 13F portfolio, value $128,595.

    13F-HR 0002073679-26-000053 filed by FORA Capital, 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 68,327 shares
    Change vs previous 13F +68,327 shares

    0.12% of the 13F portfolio, value $968,194.

    13F-HR 0002073679-26-000022 filed by FORA Capital, 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 0 shares
    Change vs previous 13F -140,275 shares

    13F-HR 0001742435-25-000008 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 140,275 shares
    Change vs previous 13F +140,275 shares

    0.62% of the 13F portfolio, value $5,549,279.

    13F-HR 0001742435-25-000005 filed by FORA Capital, 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 0 shares
    Change vs previous 13F -98,608 shares

    13F-HR 0001742435-25-000003 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 98,608 shares
    Change vs previous 13F +57,922 shares

    0.2% of the 13F portfolio, value $1,768,041.

    13F-HR 0001742435-25-000002 filed by FORA Capital, 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 40,686 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $471,144.

    13F-HR 0001742435-24-000011 filed by FORA Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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