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Invesco Ltd.: SMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on SMG, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 206,895 SMG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,895 shares
    Change vs previous 13F -100,522 shares

    <0.01% of the 13F portfolio, value $14,091,619.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 307,417 shares
    Change vs previous 13F +53,330 shares

    <0.01% of the 13F portfolio, value $18,694,026.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 254,087 shares
    Change vs previous 13F +51,738 shares

    <0.01% of the 13F portfolio, value $14,825,978.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 202,349 shares
    Change vs previous 13F -45,400 shares

    <0.01% of the 13F portfolio, value $11,523,775.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 247,749 shares
    Change vs previous 13F +102,997 shares

    <0.01% of the 13F portfolio, value $16,341,525.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 144,752 shares
    Change vs previous 13F +21,318 shares

    <0.01% of the 13F portfolio, value $7,945,438.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 123,434 shares
    Change vs previous 13F -70,516 shares

    <0.01% of the 13F portfolio, value $8,188,612.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 193,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,815,465.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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