Skip to content
Disclosery

Smith Group Asset Management, LLC: YOU position timeline

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

Smith Group Asset Management, LLC held 64,941 YOU 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 64,941 shares
    Change vs previous 13F -2,270 shares

    0.15% of the 13F portfolio, value $3,619,162.

    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 67,211 shares
    Change vs previous 13F -1,996 shares

    0.17% of the 13F portfolio, value $3,253,685.

    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 69,207 shares
    Change vs previous 13F +40,706 shares

    0.13% of the 13F portfolio, value $2,427,782.

    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 28,501 shares
    Change vs previous 13F +839 shares

    0.05% of the 13F portfolio, value $951,363.

    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 27,662 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $767,897.

    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 27,794 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $720,143.

    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 27,848 shares
    Change vs previous 13F +356 shares

    0.05% of the 13F portfolio, value $741,871.

    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 27,492 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $911,085.

    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).