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Smartleaf Asset Management LLC: SAN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on SAN, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 160,444 SAN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,444 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,190,073.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 160,444 shares
    Change vs previous 13F +4,237 shares

    0.06% of the 13F portfolio, value $1,716,760.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 156,207 shares
    Change vs previous 13F +24,643 shares

    0.07% of the 13F portfolio, value $1,849,494.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 131,564 shares
    Change vs previous 13F +15,180 shares

    0.08% of the 13F portfolio, value $1,353,793.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 116,384 shares
    Change vs previous 13F +17,402 shares

    0.08% of the 13F portfolio, value $959,004.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management LLC
    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 98,982 shares
    Change vs previous 13F -6,433 shares

    0.06% of the 13F portfolio, value $672,087.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 105,415 shares
    Change vs previous 13F +40,438 shares

    0.05% of the 13F portfolio, value $478,584.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management LLC
    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 64,977 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $333,981.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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