Ruggaard & Associates LLC: SM position timeline

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

Ruggaard & Associates LLC held 8,610 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

period ended2026-06-30
13F 8,610 shares
Change vs previous 13F +200 shares
0.08% of the 13F portfolio, value $224,721.
13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
Filed 2026-08-17 (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).
period ended2026-03-31
13F 8,410 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $262,224.
13F-HR 0001971230-26-000002 filed by Ruggaard & Associates LLC
Filed 2026-05-26 (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).