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SmartHarvest Portfolios, LLC: MTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SmartHarvest Portfolios, LLC on MTB, newest first. How the timeline and the estimate are built.

SmartHarvest Portfolios, LLC held 1,353 MTB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,353 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $322,016.

    13F-HR 0001140361-26-031090 filed by SmartHarvest Portfolios, LLC
    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 1,343 shares
    Change vs previous 13F -472 shares

    0.12% of the 13F portfolio, value $277,697.

    13F-HR 0001140361-26-015749 filed by SmartHarvest Portfolios, LLC
    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 1,815 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $365,648.

    13F-HR 0001140361-26-004848 filed by SmartHarvest Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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