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Disclosery

SAMT ADVISORS INNER CIRCLE FD III

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STRATEGAS MACRO (fund)

40 managers (40 13F filers) reported a position in SAMT shares at 2025-09-30, 5,608,716 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
22
Reduced
7
Sold out
4
Shares held by filers
5,608,716

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Beaumont Financial Advisors, LLC1,258,277$46.9M3.14%-61,84513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.767,235$28.6M0.05%+442,55113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC638,929$23.8M0.01%+142,83813F-HRTimelineGroup
Trilogy Capital Inc.452,367$16.9M0.78%+15,72513F-HRTimeline
Archford Capital Strategies, LLC281,894$10.5M1.25%+70,99013F-HRTimeline
Triangle Securities Wealth Management262,393$9.78M2.21%-14,47113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Insight Wealth Strategies, LLC243,384$9.07M1.07%+16013F-HRTimeline
Aptus Capital Advisors, LLC242,042$9.02M0.08%+5,94713F-HRTimeline
Cambridge Investment Research Advisors,…225,317$8.4M0.02%+5,67413F-HRTimeline
Greenwich Wealth Management LLC203,094$7.57M0.38%+76,81413F-HRTimeline
D.A. DAVIDSON & CO.188,077$7.01M0.04%+131,97813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC152,999$5.7M0.45%+26,38713F-HRTimeline
One Charles Private Wealth Services, LLC143,350$5.34M1.4%new13F-HRTimeline
Armor Investment Advisors, LLC114,285$4.26M1.35%-18,71013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC85,701$3.19M0.92%-1,38313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC56,771$2.12M0.03%+82313F-HRTimelineGroup
Sanctuary Advisors, LLC52,561$1.96M0.01%+39,28813F-HR/ATimeline
Mutual Advisors, LLC36,010$1.37M0.03%+19,44013F-HRTimeline
Cambridge Advisors Inc.28,237$1.05M0.21%-8313F-HRTimeline
HighTower Advisors, LLC26,840$1M<0.01%+3,49613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,710$995K<0.01%+2,03813F-HRTimeline
Mayfair Advisory Group, LLC16,530$616K0.26%+80013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,280$607K0.04%-55513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,258$531K<0.01%-2,19513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co13,465$502K0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,556$431K<0.01%+2,62513F-HRTimeline
MML INVESTORS SERVICES, LLC9,748$363K<0.01%+74913F-HRTimeline
Atria Investments, Inc8,680$324K<0.01%+1,35313F-HRTimeline
Koshinski Asset Management, Inc.7,798$291K0.02%+36313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,714$288K0.02%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,639$247K<0.01%+13613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,433$240K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,057$39.4K<0.01%+5713F-HRTimeline
UBS Group AGin group UBS Group AG687$25.6K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC395$14.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY393$14.7K<0.01%new13F-HR/ATimelineGroup
CVA Family Office, LLC200$7.45K<0.01%013F-HRTimeline
Investors Research Corp163$6.08K<0.01%013F-HRTimeline
Root Financial Partners, LLC150$5.59K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC97$4K<0.01%new13F-HRTimelineGroup