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Smartleaf Asset Management LLC: SM position timeline

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

Smartleaf Asset Management LLC held 1,078 SM 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 1,078 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,200.

    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 1,078 shares
    Change vs previous 13F -769 shares

    <0.01% of the 13F portfolio, value $34,662.

    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 1,847 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $34,699.

    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 2,034 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $52,650.

    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 1,865 shares
    Change vs previous 13F -2,332 shares

    <0.01% of the 13F portfolio, value $46,817.

    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 4,197 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $123,391.

    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 4,140 shares
    Change vs previous 13F +3,470 shares

    0.02% of the 13F portfolio, value $159,265.

    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 670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,676.

    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).