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SMITH, MOORE & CO.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on IWB, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 8,202 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,202 shares
    Change vs previous 13F -97 shares

    0.22% of the 13F portfolio, value $3,358,782.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 8,299 shares
    Change vs previous 13F +375 shares

    0.22% of the 13F portfolio, value $2,959,023.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 7,924 shares
    Change vs previous 13F +234 shares

    0.22% of the 13F portfolio, value $2,958,979.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 7,690 shares
    Change vs previous 13F -29 shares

    0.22% of the 13F portfolio, value $2,810,645.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 7,719 shares
    Change vs previous 13F -165 shares

    0.22% of the 13F portfolio, value $2,621,150.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 7,884 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $2,418,271.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 7,932 shares
    Change vs previous 13F -105 shares

    0.23% of the 13F portfolio, value $2,555,219.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 8,037 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,526,820.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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