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Disclosery

SMITH, MOORE & CO.: SPY position timeline

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

SMITH, MOORE & CO. held 46,816 SPY 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 46,816 shares
    Change vs previous 13F +560 shares

    2.27% of the 13F portfolio, value $34,960,644.

    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 46,256 shares
    Change vs previous 13F +1,059 shares

    2.19% of the 13F portfolio, value $30,082,058.

    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 45,197 shares
    Change vs previous 13F -8,797 shares

    2.33% of the 13F portfolio, value $30,820,658.

    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 53,994 shares
    Change vs previous 13F +584 shares

    2.75% of the 13F portfolio, value $35,969,944.

    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 53,410 shares
    Change vs previous 13F +771 shares

    2.77% of the 13F portfolio, value $32,999,538.

    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 52,639 shares
    Change vs previous 13F +202 shares

    2.73% of the 13F portfolio, value $29,445,553.

    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 52,437 shares
    Change vs previous 13F +724 shares

    2.81% of the 13F portfolio, value $30,732,093.

    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 51,713 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $29,670,802.

    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).