REGATTA CAPITAL GROUP, LLC: SMMV position timeline

REGATTA CAPITAL GROUP, LLC held 30,632 SMMV 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 30,632 shares

   Change vs previous 13F +3,956 shares

   0.19% of the 13F portfolio, value $1,410,281.

   13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 26,676 shares

   Change vs previous 13F +4,710 shares

   0.18% of the 13F portfolio, value $1,163,538.

   13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 21,966 shares

   Change vs previous 13F +4,056 shares

   0.14% of the 13F portfolio, value $951,784.

   13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,910 shares

   Change vs previous 13F +5,811 shares

   0.12% of the 13F portfolio, value $771,022.

   13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,099 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $508,269.

   13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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