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Disclosery

Smith Asset Management Co., LLC: PFO position timeline

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

Smith Asset Management Co., LLC held 30,718 PFO 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 30,718 shares
    Change vs previous 13F -1,100 shares

    0.22% of the 13F portfolio, value $283,834.

    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 31,818 shares
    Change vs previous 13F +31,818 shares

    0.25% of the 13F portfolio, value $287,635.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -32,193 shares

    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).

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

  4. period ended2025-06-30
    13F 32,193 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $297,786.

    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).