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Disclosery

&PARTNERS: SMDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on SMDV, newest first. How the timeline and the estimate are built.

&PARTNERS held 115,635 SMDV 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 115,635 shares
    Change vs previous 13F +2,446 shares

    0.04% of the 13F portfolio, value $8,948,960.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 113,189 shares
    Change vs previous 13F -2,562 shares

    0.04% of the 13F portfolio, value $7,786,255.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 115,751 shares
    Change vs previous 13F -3,992 shares

    0.04% of the 13F portfolio, value $7,648,838.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 119,743 shares
    Change vs previous 13F -36,417 shares

    0.05% of the 13F portfolio, value $7,980,528.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 156,160 shares
    Change vs previous 13F +34,547 shares

    0.08% of the 13F portfolio, value $10,161,256.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 121,613 shares
    Change vs previous 13F +9,870 shares

    0.08% of the 13F portfolio, value $7,969,322.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 111,743 shares
    Change vs previous 13F +27,269 shares

    0.09% of the 13F portfolio, value $7,518,099.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 84,474 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,878,373.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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