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MITCHELL & PAHL PRIVATE WEALTH, LLC: SMG position timeline

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

MITCHELL & PAHL PRIVATE WEALTH, LLC held 13,151 SMG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,151 shares
    Change vs previous 13F +531 shares

    0.33% of the 13F portfolio, value $895,728.

    13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 12,620 shares
    Change vs previous 13F +72 shares

    0.31% of the 13F portfolio, value $767,428.

    13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 12,548 shares
    Change vs previous 13F +658 shares

    0.3% of the 13F portfolio, value $732,187.

    13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 11,890 shares
    Change vs previous 13F +153 shares

    0.28% of the 13F portfolio, value $677,140.

    13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 11,737 shares
    Change vs previous 13F +1,442 shares

    0.34% of the 13F portfolio, value $774,178.

    13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 10,295 shares
    Change vs previous 13F +341 shares

    0.26% of the 13F portfolio, value $565,095.

    13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 9,954 shares
    Change vs previous 13F +584 shares

    0.31% of the 13F portfolio, value $660,354.

    13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 9,370 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $812,391.

    13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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