Skip to content
Disclosery

Moody Aldrich Partners LLC: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moody Aldrich Partners LLC on SM, newest first. How the timeline and the estimate are built.

Moody Aldrich Partners LLC held 159,611 SM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,611 shares
    Change vs previous 13F -16,901 shares

    0.75% of the 13F portfolio, value $4,165,847.

    13F-HR 0000936941-26-000005 filed by Moody Aldrich Partners 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 176,512 shares
    Change vs previous 13F +43,803 shares

    0.99% of the 13F portfolio, value $5,503,644.

    13F-HR 0000936941-26-000003 filed by Moody Aldrich Partners 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 132,709 shares
    Change vs previous 13F -14,435 shares

    0.46% of the 13F portfolio, value $2,481,658.

    13F-HR 0000936941-26-000002 filed by Moody Aldrich Partners 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 147,144 shares
    Change vs previous 13F -29,901 shares

    0.7% of the 13F portfolio, value $3,674,186.

    13F-HR 0000936941-25-000013 filed by Moody Aldrich Partners 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 177,045 shares
    Change vs previous 13F +41,987 shares

    0.85% of the 13F portfolio, value $4,374,782.

    13F-HR 0001085146-25-004478 filed by Moody Aldrich Partners 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 135,058 shares
    Change vs previous 13F +2,791 shares

    0.85% of the 13F portfolio, value $4,044,987.

    13F-HR 0001085146-25-002404 filed by Moody Aldrich Partners 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 132,267 shares
    Change vs previous 13F +31,582 shares

    0.95% of the 13F portfolio, value $5,126,669.

    13F-HR 0001085146-25-000418 filed by Moody Aldrich Partners 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 100,685 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,024,379.

    13F-HR 0001085146-24-005046 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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