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TD Capital Management LLC: SMMU position timeline

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

TD Capital Management LLC held 401,878 SMMU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,878 shares
    Change vs previous 13F -972 shares

    1.66% of the 13F portfolio, value $20,294,845.

    13F-HR 0001483824-26-000004 filed by TD Capital 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 402,850 shares
    Change vs previous 13F +19,897 shares

    1.83% of the 13F portfolio, value $20,323,767.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 382,953 shares
    Change vs previous 13F +18,607 shares

    1.71% of the 13F portfolio, value $19,312,318.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 364,346 shares
    Change vs previous 13F -4,463 shares

    1.66% of the 13F portfolio, value $18,424,978.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 368,809 shares
    Change vs previous 13F +29,167 shares

    1.75% of the 13F portfolio, value $18,503,160.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 339,642 shares
    Change vs previous 13F +83,655 shares

    1.72% of the 13F portfolio, value $16,988,918.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 255,987 shares
    Change vs previous 13F -29,428 shares

    1.3% of the 13F portfolio, value $12,758,377.

    13F-HR 0001483824-25-000002 filed by TD Capital 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 285,415 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $14,413,444.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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