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Disclosery

Rafferty Asset Management, LLC: SM position timeline

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

Rafferty Asset Management, LLC held 120,168 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 120,168 shares
    Change vs previous 13F -152,019 shares

    0.01% of the 13F portfolio, value $3,136,385.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 272,187 shares
    Change vs previous 13F +105,633 shares

    0.03% of the 13F portfolio, value $8,486,791.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 166,554 shares
    Change vs previous 13F +6,744 shares

    0.01% of the 13F portfolio, value $3,114,560.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 159,810 shares
    Change vs previous 13F +18,622 shares

    0.01% of the 13F portfolio, value $3,990,456.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 141,188 shares
    Change vs previous 13F -34,225 shares

    0.01% of the 13F portfolio, value $3,488,755.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 175,413 shares
    Change vs previous 13F +18,555 shares

    0.02% of the 13F portfolio, value $5,253,619.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 156,858 shares
    Change vs previous 13F +7,303 shares

    0.02% of the 13F portfolio, value $6,079,816.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 149,555 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,977,713.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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