Skip to content
Disclosery

Waldron Private Wealth LLC: SM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on SM, newest first. How the timeline and the estimate are built.

Waldron Private Wealth LLC held 36,351 SM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,351 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $948,761.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 36,433 shares
    Change vs previous 13F +930 shares

    0.04% of the 13F portfolio, value $1,135,980.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 35,503 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $663,907.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 35,503 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $886,510.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 35,503 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $877,280.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 35,503 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $1,063,315.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 35,516 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $1,376,601.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 35,521 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,419,775.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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