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Sloy Dahl & Holst, LLC: SMR position timeline

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

Sloy Dahl & Holst, LLC held 11,323 SMR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,323 shares
    Change vs previous 13F +11,323 shares

    0.01% of the 13F portfolio, value $113,570.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,000 shares

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 10,000 shares
    Change vs previous 13F -116 shares

    0.04% of the 13F portfolio, value $360,000.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 10,116 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $400,190.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,116 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $143,244.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,064 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $180,448.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,064 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $116,542.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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