Skip to content
Disclosery

Smith Group Asset Management, LLC: IBKR position timeline

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

Smith Group Asset Management, LLC held 20,749 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,749 shares
    Change vs previous 13F +2,375 shares

    0.07% of the 13F portfolio, value $1,805,993.

    13F-HR 0001893134-26-000003 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).

  2. period ended2026-03-31
    13F 18,374 shares
    Change vs previous 13F +9,280 shares

    0.06% of the 13F portfolio, value $1,232,344.

    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).

  3. period ended2025-12-31
    13F 9,094 shares
    Change vs previous 13F +3,473 shares

    0.03% of the 13F portfolio, value $584,835.

    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).

  4. period ended2025-09-30
    13F 5,621 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $386,781.

    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).