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Disclosery

Smith Group Asset Management, LLC: DOCS position timeline

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

Smith Group Asset Management, LLC held 0 DOCS shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,427 shares

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, 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.

  2. period ended2025-12-31
    13F 6,427 shares
    Change vs previous 13F +857 shares

    0.02% of the 13F portfolio, value $284,588.

    13F-HR 0001893134-26-000001 filed by Smith Group 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 ended2025-09-30
    13F 5,570 shares
    Change vs previous 13F -9,510 shares

    0.02% of the 13F portfolio, value $407,446.

    13F-HR 0001893134-25-000007 filed by Smith Group 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 ended2025-06-30
    13F 15,080 shares
    Change vs previous 13F -7,960 shares

    0.06% of the 13F portfolio, value $925,007.

    13F-HR 0001085146-25-004336 filed by Smith Group 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 ended2025-03-31
    13F 23,040 shares
    Change vs previous 13F -3,100 shares

    0.1% of the 13F portfolio, value $1,337,011.

    13F-HR 0001085146-25-002371 filed by Smith Group 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 ended2024-12-31
    13F 26,140 shares
    Change vs previous 13F +16,200 shares

    0.1% of the 13F portfolio, value $1,395,615.

    13F-HR 0001085146-25-000411 filed by Smith Group 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 ended2024-09-30
    13F 9,940 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $433,086.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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