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Smith Asset Management Co., LLC: XBMEX position timeline

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

Smith Asset Management Co., LLC held 16,179 XBMEX 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 16,179 shares
    Change vs previous 13F -350 shares

    0.55% of the 13F portfolio, value $694,888.

    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 16,529 shares
    Change vs previous 13F +3,644 shares

    0.55% of the 13F portfolio, value $636,532.

    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 12,885 shares
    Change vs previous 13F +2,301 shares

    0.44% of the 13F portfolio, value $529,961.

    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 10,584 shares
    Change vs previous 13F +918 shares

    0.34% of the 13F portfolio, value $394,047.

    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 9,666 shares
    Change vs previous 13F +3,136 shares

    0.3% of the 13F portfolio, value $352,425.

    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 6,530 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $252,318.

    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).