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StoneCrest Wealth Management, Inc.: SMMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on SMMU, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 26,707 SMMU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,707 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,348,704.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 26,707 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,347,368.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 26,707 shares
    Change vs previous 13F +989 shares

    0.54% of the 13F portfolio, value $1,346,834.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 25,718 shares
    Change vs previous 13F -4,003 shares

    0.57% of the 13F portfolio, value $1,300,559.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 29,721 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,491,103.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 29,721 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,486,644.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 29,721 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,481,295.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    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 29,721 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,500,911.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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