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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on SMG, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 30,114 SMG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,114 shares
    Change vs previous 13F +5,720 shares

    0.04% of the 13F portfolio, value $2,051,065.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 29,748 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 366 shares

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

  2. period ended2026-03-31
    13F 24,394 shares
    Change vs previous 13F +3,983 shares

    0.03% of the 13F portfolio, value $1,483,398.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,303 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 91 shares

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

  3. period ended2025-12-31
    13F 20,411 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $1,190,982.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,368 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43 shares

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

  4. period ended2025-09-30
    13F 20,554 shares
    Change vs previous 13F +1,942 shares

    0.03% of the 13F portfolio, value $1,170,550.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,551 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3 shares

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

  5. period ended2025-06-30
    13F 18,612 shares
    Change vs previous 13F +1,212 shares

    0.03% of the 13F portfolio, value $1,227,648.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,606 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6 shares

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

  6. period ended2025-03-31
    13F 17,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $955,086.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,396 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4 shares

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