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SMERY SIEMENS ENERGY AG SPONSORED AD

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COM (common), issuer CIK 1830056

18 managers (18 13F filers) reported a position in SMERY shares at 2026-03-31, 146,797 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
146,797

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC60,862$9.97M0.02%new13F-HRTimelineGroup
L & S Advisors Inc26,154$4.41M0.56%new13F-HRTimeline
Telligent Fund, LP15,000$2.53M2.7%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…12,397$2.09M0.14%new13F-HRTimeline
RHUMBLINE ADVISERS12,120$2.04M<0.01%new13F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…5,559$938K1.41%new13F-HRTimelineGroup
GAMMA Investing LLC4,730$798K0.04%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,263$382K0.03%new13F-HRTimelineGroup
HALLSTATT ADVISORS L.P.2,125$359K0.28%new13F-HRTimeline
Bank of Marin1,881$308K0.22%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,436$242K<0.01%new13F-HRTimelineGroup
Cascades Capital Asset Management, LLC1,300$219K0.09%new13F-HRTimeline
Salomon & Ludwin, LLC323$56K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …304$51.3K0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.212$34.7K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.66$11.1K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC47$7.93K<0.01%new13F-HRTimelineGroup
IMA Advisory Services, Inc.18$3.04K<0.01%new13F-HRTimeline