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Disclosery

SMITH, MOORE & CO.: USMV position timeline

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

SMITH, MOORE & CO. held 12,970 USMV 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 12,970 shares
    Change vs previous 13F +368 shares

    0.08% of the 13F portfolio, value $1,251,102.

    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 12,602 shares
    Change vs previous 13F -657 shares

    0.09% of the 13F portfolio, value $1,168,697.

    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 13,259 shares
    Change vs previous 13F -1,047 shares

    0.09% of the 13F portfolio, value $1,248,429.

    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 14,306 shares
    Change vs previous 13F -4,600 shares

    0.1% of the 13F portfolio, value $1,361,034.

    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 18,906 shares
    Change vs previous 13F -1,644 shares

    0.15% of the 13F portfolio, value $1,774,690.

    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 20,550 shares
    Change vs previous 13F -2,088 shares

    0.18% of the 13F portfolio, value $1,924,741.

    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 22,638 shares
    Change vs previous 13F -6,482 shares

    0.18% of the 13F portfolio, value $2,010,036.

    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 29,120 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,658,974.

    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).