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Glen Eagle Advisors, LLC: SMR position timeline

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

Glen Eagle Advisors, LLC held 4,934 SMR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,934 shares
    Change vs previous 13F -6,215 shares

    0.01% of the 13F portfolio, value $49,488.

    13F-HR 0002029317-26-000004 filed by Glen Eagle Advisors, 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 11,149 shares
    Change vs previous 13F -2,550 shares

    0.02% of the 13F portfolio, value $120,855.

    13F-HR 0002029317-26-000003 filed by Glen Eagle Advisors, 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 13,699 shares
    Change vs previous 13F -416 shares

    0.03% of the 13F portfolio, value $194,115.

    13F-HR 0002029317-26-000001 filed by Glen Eagle Advisors, 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 14,115 shares
    Change vs previous 13F +1,600 shares

    0.07% of the 13F portfolio, value $508,140.

    13F-HR 0002029317-25-000008 filed by Glen Eagle Advisors, 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 12,515 shares
    Change vs previous 13F -153 shares

    0.08% of the 13F portfolio, value $495,093.

    13F-HR 0002029317-25-000004 filed by Glen Eagle Advisors, 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 12,668 shares
    Change vs previous 13F +1,050 shares

    0.03% of the 13F portfolio, value $179,379.

    13F-HR 0002029317-25-000003 filed by Glen Eagle Advisors, 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 11,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,311.

    13F-HR 0002029317-25-000001 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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