ROYCE & ASSOCIATES LP: SM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROYCE & ASSOCIATES LP on SM, newest first. How the timeline and the estimate are built.
ROYCE & ASSOCIATES LP held 347,944 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 347,944 sharesChange vs previous 13F -14,320 shares
0.07% of the 13F portfolio, value $9,081,338.
13F-HR 0000906304-26-000154 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 362,264 sharesChange vs previous 13F -36,742 shares
0.11% of the 13F portfolio, value $11,295,392.
13F-HR 0000906304-26-000094 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 399,006 sharesChange vs previous 13F +42,398 shares
0.08% of the 13F portfolio, value $7,461,412.
13F-HR 0000906304-26-000037 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 356,608 sharesChange vs previous 13F +65,732 shares
0.09% of the 13F portfolio, value $8,904,502.
13F-HR 0000906304-25-000248 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 290,876 sharesChange vs previous 13F +20,816 shares
0.07% of the 13F portfolio, value $7,187,546.
13F-HR 0000906304-25-000173 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 270,060 sharesChange vs previous 13F +37,537 shares
0.09% of the 13F portfolio, value $8,088,297.
13F-HR 0000906304-25-000113 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 232,523 sharesChange vs previous 13F +14,644 shares
0.08% of the 13F portfolio, value $9,012,591.
13F-HR 0000906304-25-000062 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 217,879 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $8,708,624.
13F-HR 0000906304-24-000143 filed by ROYCE & ASSOCIATES LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).