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Disclosery

M1 Capital Management LLC: SMIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on SMIZ, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 71,943 SMIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,943 shares
    Change vs previous 13F +1,529 shares

    1.19% of the 13F portfolio, value $3,210,096.

    13F-HR 0001976157-26-000004 filed by M1 Capital 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 70,414 shares
    Change vs previous 13F +4,594 shares

    1.2% of the 13F portfolio, value $2,610,246.

    13F-HR 0001976157-26-000002 filed by M1 Capital 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 65,820 shares
    Change vs previous 13F +8,642 shares

    1.02% of the 13F portfolio, value $2,434,682.

    13F-HR 0001976157-26-000001 filed by M1 Capital 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 57,178 shares
    Change vs previous 13F +21,026 shares

    0.92% of the 13F portfolio, value $2,135,598.

    13F-HR 0001976157-25-000008 filed by M1 Capital 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 36,152 shares
    Change vs previous 13F +16,442 shares

    0.62% of the 13F portfolio, value $1,225,191.

    13F-HR 0001976157-25-000004 filed by M1 Capital 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 19,710 shares
    Change vs previous 13F +8,695 shares

    0.37% of the 13F portfolio, value $596,354.

    13F-HR 0001976157-25-000003 filed by M1 Capital 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 11,015 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $365,470.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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