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Sippican Capital Advisors: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sippican Capital Advisors on SM, newest first. How the timeline and the estimate are built.

Sippican Capital Advisors held 18,735 SM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,735 shares
    Change vs previous 13F -2,025 shares

    0.3% of the 13F portfolio, value $488,983.

    13F-HR 0001398344-26-012476 filed by Sippican Capital Advisors
    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 20,760 shares
    Change vs previous 13F +4,929 shares

    0.44% of the 13F portfolio, value $647,297.

    13F-HR 0001398344-26-007005 filed by Sippican Capital Advisors
    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 15,831 shares
    Change vs previous 13F +89 shares

    0.19% of the 13F portfolio, value $296,040.

    13F-HR 0001398344-26-001091 filed by Sippican Capital Advisors
    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 15,742 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $393,078.

    13F-HR 0001398344-25-019813 filed by Sippican Capital Advisors
    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 15,741 shares
    Change vs previous 13F +116 shares

    0.28% of the 13F portfolio, value $388,960.

    13F-HR 0001398344-25-013756 filed by Sippican Capital Advisors
    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 15,625 shares
    Change vs previous 13F -700 shares

    0.35% of the 13F portfolio, value $467,969.

    13F-HR 0001398344-25-007863 filed by Sippican Capital Advisors
    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 16,325 shares
    Change vs previous 13F -575 shares

    0.46% of the 13F portfolio, value $632,757.

    13F-HR 0001398344-25-000969 filed by Sippican Capital Advisors
    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 16,900 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $675,493.

    13F-HR 0001398344-24-019481 filed by Sippican Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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