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Disclosery

Lewis Asset Management, LLC: SMDV position timeline

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

Lewis Asset Management, LLC held 6,491 SMDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,491 shares
    Change vs previous 13F -43 shares

    0.18% of the 13F portfolio, value $499,999.

    13F-HR 0002004520-26-000003 filed by Lewis 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 6,534 shares
    Change vs previous 13F +38 shares

    0.18% of the 13F portfolio, value $449,465.

    13F-HR 0002004520-26-000002 filed by Lewis 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 6,496 shares
    Change vs previous 13F -351 shares

    0.17% of the 13F portfolio, value $429,259.

    13F-HR 0002004520-26-000001 filed by Lewis 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 6,847 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $456,300.

    13F-HR 0002004520-25-000009 filed by Lewis 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 6,835 shares
    Change vs previous 13F -1,207 shares

    0.21% of the 13F portfolio, value $444,717.

    13F-HR 0002004520-25-000007 filed by Lewis 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 8,042 shares
    Change vs previous 13F -1,635 shares

    0.44% of the 13F portfolio, value $527,492.

    13F-HR 0002004520-25-000006 filed by Lewis 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 9,677 shares
    Change vs previous 13F -456 shares

    0.5% of the 13F portfolio, value $654,860.

    13F-HR 0002004520-25-000002 filed by Lewis 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 10,133 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $701,818.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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