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Disclosery

LEUTHOLD GROUP, LLC: SANM position timeline

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

LEUTHOLD GROUP, LLC held 36,379 SANM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,379 shares
    Change vs previous 13F -1,934 shares

    0.93% of the 13F portfolio, value $9,206,797.

    13F-HR 0000897069-26-001570 filed by LEUTHOLD GROUP, 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 38,313 shares
    Change vs previous 13F +653 shares

    0.53% of the 13F portfolio, value $4,966,897.

    13F-HR 0000897069-26-001031 filed by LEUTHOLD GROUP, 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 37,660 shares
    Change vs previous 13F +168 shares

    0.61% of the 13F portfolio, value $5,651,636.

    13F-HR 0000897069-26-000228 filed by LEUTHOLD GROUP, 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 37,492 shares
    Change vs previous 13F +1,284 shares

    0.47% of the 13F portfolio, value $4,315,704.

    13F-HR 0000897069-25-001644 filed by LEUTHOLD GROUP, 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 36,208 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,542,229.

    13F-HR 0000897069-25-001316 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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