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Disclosery

NewEdge Advisors, LLC: SMBK position timeline

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

NewEdge Advisors, LLC held 17,140 SMBK 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 17,140 shares
    Change vs previous 13F -12,289 shares

    <0.01% of the 13F portfolio, value $804,200.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 29,429 shares
    Change vs previous 13F +2,778 shares

    <0.01% of the 13F portfolio, value $1,150,049.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 26,651 shares
    Change vs previous 13F +13,834 shares

    <0.01% of the 13F portfolio, value $985,831.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 12,817 shares
    Change vs previous 13F -418 shares

    <0.01% of the 13F portfolio, value $457,965.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 13,235 shares
    Change vs previous 13F +12,873 shares

    <0.01% of the 13F portfolio, value $447,092.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,259.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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