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Disclosery

Fox Hill Wealth Management: SMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fox Hill Wealth Management on SMR, newest first. How the timeline and the estimate are built.

Fox Hill Wealth Management held 112,477 SMR shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,477 shares
    Change vs previous 13F -130 shares

    0.45% of the 13F portfolio, value $1,128,144.

    13F-HR 0001754960-26-000775 filed by Fox Hill Wealth Management
    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 112,607 shares
    Change vs previous 13F -105 shares

    0.59% of the 13F portfolio, value $1,220,660.

    13F-HR 0001754960-26-000377 filed by Fox Hill Wealth Management
    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 112,712 shares
    Change vs previous 13F -8,114 shares

    0.74% of the 13F portfolio, value $1,597,129.

    13F-HR 0001754960-26-000169 filed by Fox Hill Wealth Management
    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 120,826 shares
    Change vs previous 13F -970 shares

    2.04% of the 13F portfolio, value $4,349,736.

    13F-HR 0001754960-25-000767 filed by Fox Hill Wealth Management
    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 121,796 shares
    Change vs previous 13F +27,462 shares

    2.48% of the 13F portfolio, value $4,818,250.

    13F-HR 0001754960-25-000319 filed by Fox Hill Wealth Management
    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 94,334 shares
    Change vs previous 13F +5,327 shares

    0.79% of the 13F portfolio, value $1,335,769.

    13F-HR 0001754960-25-000295 filed by Fox Hill Wealth Management
    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 89,007 shares
    Change vs previous 13F +21,146 shares

    0.9% of the 13F portfolio, value $1,595,896.

    13F-HR 0001754960-25-000126 filed by Fox Hill Wealth Management
    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 67,861 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $785,830.

    13F-HR 0001754960-24-000575 filed by Fox Hill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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