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Gotham Asset Management, LLC: SM position timeline

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

Gotham Asset Management, LLC held 1,186,853 SM 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 1,186,853 shares
    Change vs previous 13F -41,531 shares

    0.07% of the 13F portfolio, value $30,976,863.

    13F-HR 0001398344-26-014644 filed by Gotham Asset Management, 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 1,228,384 shares
    Change vs previous 13F +1,217,544 shares

    0.12% of the 13F portfolio, value $38,301,013.

    13F-HR 0001398344-26-009299 filed by Gotham Asset Management, 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 10,840 shares
    Change vs previous 13F +559 shares

    <0.01% of the 13F portfolio, value $202,708.

    13F-HR 0001398344-26-003287 filed by Gotham Asset Management, 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 10,281 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $256,717.

    13F-HR 0001398344-25-020991 filed by Gotham Asset Management, 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 10,023 shares
    Change vs previous 13F -3,675 shares

    <0.01% of the 13F portfolio, value $247,668.

    13F-HR 0001398344-25-015658 filed by Gotham Asset Management, 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 13,698 shares
    Change vs previous 13F -25,386 shares

    <0.01% of the 13F portfolio, value $410,255.

    13F-HR 0001398344-25-009635 filed by Gotham Asset Management, 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 39,084 shares
    Change vs previous 13F -46,900 shares

    0.01% of the 13F portfolio, value $1,514,896.

    13F-HR 0001398344-25-002899 filed by Gotham Asset Management, 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 85,984 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,436,780.

    13F-HR 0001398344-24-020856 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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