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Disclosery

Heritage Family Offices, LLP: SMMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on SMMD, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 89,987 SMMD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,987 shares
    Change vs previous 13F -62,457 shares

    3.18% of the 13F portfolio, value $8,245,513.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 152,444 shares
    Change vs previous 13F -72,390 shares

    5.16% of the 13F portfolio, value $11,639,099.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 224,834 shares
    Change vs previous 13F +5,567 shares

    7.66% of the 13F portfolio, value $16,849,071.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 219,267 shares
    Change vs previous 13F -724 shares

    7.52% of the 13F portfolio, value $16,166,560.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 219,991 shares
    Change vs previous 13F -8 shares

    6.97% of the 13F portfolio, value $13,784,648.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 219,999 shares
    Change vs previous 13F +29,434 shares

    7.04% of the 13F portfolio, value $13,758,750.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 190,565 shares
    Change vs previous 13F +1,363 shares

    6.47% of the 13F portfolio, value $12,958,386.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 189,202 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $12,814,617.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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