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Disclosery

Smith Asset Management Co., LLC: BTZ position timeline

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

Smith Asset Management Co., LLC held 273,343 BTZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,343 shares
    Change vs previous 13F -2,945 shares

    2.2% of the 13F portfolio, value $2,793,569.

    13F-HR 0001172661-26-002606 filed by Smith Asset Management Co., 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 276,288 shares
    Change vs previous 13F -3,028 shares

    2.39% of the 13F portfolio, value $2,790,512.

    13F-HR 0001172661-26-001992 filed by Smith Asset Management Co., 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 279,316 shares
    Change vs previous 13F -7,502 shares

    2.5% of the 13F portfolio, value $3,025,059.

    13F-HR 0001172661-26-001310 filed by Smith Asset Management Co., 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 286,818 shares
    Change vs previous 13F -7,730 shares

    2.7% of the 13F portfolio, value $3,169,412.

    13F-HR 0001172661-25-004559 filed by Smith Asset Management Co., 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 294,548 shares
    Change vs previous 13F -3,284 shares

    2.78% of the 13F portfolio, value $3,216,493.

    13F-HR 0001172661-25-004549 filed by Smith Asset Management Co., 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 297,832 shares
    Change vs previous 13F -5,519 shares

    3.01% of the 13F portfolio, value $3,192,785.

    13F-HR 0001172661-25-002417 filed by Smith Asset Management Co., 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 303,351 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,173,094.

    13F-HR 0001172661-25-002624 filed by Smith Asset Management Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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