Whitaker-Myers Wealth Managers, LTD.: SMOT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on SMOT, newest first. How the timeline and the estimate are built.
Whitaker-Myers Wealth Managers, LTD. held 0 SMOT shares at 2025-12-31 per its 13F-HR filed 2026-01-22.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -7,280 shares
13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 7,280 sharesChange vs previous 13F +50 shares
0.06% of the 13F portfolio, value $262,679.
13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,230 sharesChange vs previous 13F +580 shares
0.06% of the 13F portfolio, value $251,588.
13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,650 sharesChange vs previous 13F +763 shares
0.06% of the 13F portfolio, value $218,039.
13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,887 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $202,917.
13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).