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CAZ INVESTMENTS LP: SMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAZ INVESTMENTS LP on SMR, newest first. How the timeline and the estimate are built.

CAZ INVESTMENTS LP held 213,000 SMR shares at 2026-06-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 213,000 shares
    Change vs previous 13F +6,500 shares

    0.9% of the 13F portfolio, value $2,136,390.

    13F-HR/A 0001159363-26-000012 filed by CAZ INVESTMENTS LP
    Accepted , ingested

  2. period ended2026-03-31
    13F 206,500 shares
    Change vs previous 13F +105,500 shares

    2.7% of the 13F portfolio, value $2,238,460.

    13F-HR 0001159363-26-000005 filed by CAZ INVESTMENTS LP
    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 101,000 shares
    Change vs previous 13F +100,000 shares

    2.48% of the 13F portfolio, value $1,431,170.

    13F-HR 0001159363-26-000002 filed by CAZ INVESTMENTS LP
    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 1,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $36,000.

    13F-HR 0001159363-25-000010 filed by CAZ INVESTMENTS LP
    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 1,000 shares
    Change vs previous 13F -5,000 shares

    0.22% of the 13F portfolio, value $39,560.

    13F-HR 0001159363-25-000006 filed by CAZ INVESTMENTS LP
    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 6,000 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $85,000.

    13F-HR 0001159363-25-000003 filed by CAZ INVESTMENTS LP
    Filed (acceptance time not in the bulk data set), ingested

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