Smith, Graham & Co., Investment Advisors, LP: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith, Graham & Co., Investment Advisors, LP on BDC, newest first. How the timeline and the estimate are built.

Smith, Graham & Co., Investment Advisors, LP held 100,594 BDC shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

period ended2023-12-31
13F 100,594 shares
Change vs previous 13F -613 shares
0.9% of the 13F portfolio, value $7,770,887.
13F-HR 0001470414-24-000002 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 101,207 shares
Change vs previous 13F -953 shares
1.21% of the 13F portfolio, value $9,771,536.
13F-HR 0001470414-23-000015 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 102,160 shares
Change vs previous 13F -4,558 shares
1.18% of the 13F portfolio, value $9,771,604.
13F-HR 0001470414-23-000013 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2023-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 106,718 shares
Change vs previous 13F -324 shares
1.13% of the 13F portfolio, value $9,259,921.
13F-HR 0001470414-23-000008 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 107,042 shares
Change vs previous 13F -369 shares
0.94% of the 13F portfolio, value $7,696,320.
13F-HR 0001470414-23-000005 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2023-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 107,411 shares
Change vs previous 13F -150 shares
0.86% of the 13F portfolio, value $6,447,000.
13F-HR 0001470414-22-000010 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2022-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 107,561 shares
Change vs previous 13F -1,101 shares
0.71% of the 13F portfolio, value $5,730,000.
13F-HR 0001470414-22-000007 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2022-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 108,662 shares
Change vs previous 13F not available
0.63% of the 13F portfolio, value $6,020,000.
13F-HR 0001470414-22-000005 filed by Smith, Graham & Co., Investment Advisors, LP
Filed 2022-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).