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Tidal Investments LLC: SM position timeline

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

Tidal Investments LLC held 18,189 SM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,189 shares
    Change vs previous 13F +2,989 shares

    <0.01% of the 13F portfolio, value $474,733.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 15,200 shares
    Change vs previous 13F +15,200 shares

    <0.01% of the 13F portfolio, value $473,936.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 0 shares
    Change vs previous 13F -45,529 shares

    13F-HR 0001600064-26-000002 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 45,529 shares
    Change vs previous 13F +2,950 shares

    <0.01% of the 13F portfolio, value $1,136,859.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 42,579 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $1,052,127.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 41,829 shares
    Change vs previous 13F +35,237 shares

    0.01% of the 13F portfolio, value $1,252,779.

    13F-HR 0001600064-25-000007 filed by Tidal Investments 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 6,592 shares
    Change vs previous 13F -4,531 shares

    <0.01% of the 13F portfolio, value $255,506.

    13F-HR 0001600064-25-000003 filed by Tidal Investments 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/A 11,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,586.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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