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Disclosery

Smith Group Asset Management, LLC: RMD position timeline

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

Smith Group Asset Management, LLC held 1,290 RMD 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 1,290 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $251,395.

    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 2,290 shares
    Change vs previous 13F -1,712 shares

    0.03% of the 13F portfolio, value $514,059.

    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 4,002 shares
    Change vs previous 13F -1,513 shares

    0.05% of the 13F portfolio, value $963,962.

    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 5,515 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $1,509,621.

    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).

  5. period ended2025-06-30
    13F 5,765 shares
    Change vs previous 13F -155 shares

    0.1% of the 13F portfolio, value $1,487,370.

    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).

  6. period ended2025-03-31
    13F 5,920 shares
    Change vs previous 13F -1,720 shares

    0.1% of the 13F portfolio, value $1,325,192.

    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).

  7. period ended2024-12-31
    13F 7,640 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $1,747,192.

    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).

  8. period ended2024-09-30
    13F 7,610 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,857,753.

    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).