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Disclosery

INVESTMENT HOUSE LLC: SMG position timeline

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

INVESTMENT HOUSE LLC held 43,615 SMG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 43,615 shares
    Change vs previous 13F -6,350 shares

    0.13% of the 13F portfolio, value $2,970,618.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 49,965 shares
    Change vs previous 13F -1,525 shares

    0.16% of the 13F portfolio, value $3,038,372.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 51,490 shares
    Change vs previous 13F -4,700 shares

    0.14% of the 13F portfolio, value $3,004,442.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 56,190 shares
    Change vs previous 13F -375 shares

    0.15% of the 13F portfolio, value $3,200,021.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 56,565 shares
    Change vs previous 13F -4,030 shares

    0.19% of the 13F portfolio, value $3,731,027.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 60,595 shares
    Change vs previous 13F -595 shares

    0.19% of the 13F portfolio, value $3,326,060.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 61,190 shares
    Change vs previous 13F +195 shares

    0.22% of the 13F portfolio, value $4,059,345.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 60,995 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,288,267.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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