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PALISADE CAPITAL MANAGEMENT, LP: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALISADE CAPITAL MANAGEMENT, LP on SM, newest first. How the timeline and the estimate are built.

PALISADE CAPITAL MANAGEMENT, LP held 422,097 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,097 shares
    Change vs previous 13F -550,158 shares

    0.48% of the 13F portfolio, value $11,016,732.

    13F-HR 0001009006-26-000003 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 972,255 shares
    Change vs previous 13F -16,386 shares

    1.01% of the 13F portfolio, value $30,314,911.

    13F-HR 0001009006-26-000002 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 988,641 shares
    Change vs previous 13F -171,200 shares

    0.55% of the 13F portfolio, value $18,487,587.

    13F-HR 0001009006-26-000001 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 1,159,841 shares
    Change vs previous 13F -22,049 shares

    0.79% of the 13F portfolio, value $28,961,230.

    13F-HR 0001009006-25-000002 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 1,181,890 shares
    Change vs previous 13F -45,005 shares

    0.83% of the 13F portfolio, value $29,204,502.

    13F-HR 0001085146-25-005137 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 1,226,895 shares
    Change vs previous 13F +383,616 shares

    1.05% of the 13F portfolio, value $36,745,505.

    13F-HR 0001085146-25-002399 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 843,279 shares
    Change vs previous 13F -6,967 shares

    0.87% of the 13F portfolio, value $32,685,494.

    13F-HR 0001085146-25-001552 filed by PALISADE CAPITAL MANAGEMENT, LP
    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 850,246 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $33,984,319.

    13F-HR 0001085146-24-005782 filed by PALISADE CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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