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SIGNATUREFD, LLC → SM

SIGNATUREFD, LLC SM Position History

SM Energy Company • Energy

Quarters held
4
Latest value
$625K
Q3 2026
Peak value
$625K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$53K
Q1 2026$525K
Q2 2026$425K
Q3 2026$625K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$625K18.5K——
Q2 2026$425K16.3K——
Q1 2026$525K16.8K——
Q4 2025$53K2.8K——

Other funds holding SM

Other SIGNATUREFD, LLC positions

ETHA

ISHARES TR

$924.6M
ETHA

ISHARES TR

$898.6M
ETHA

ISHARES TR

$843.8M
ETHA

ISHARES TR

$767.1M
ETHA

ISHARES TR

$559.8M
BX

VANGUARD SPECIALIZED FUNDS

$548.1M
BX

VANGUARD SPECIALIZED FUNDS

$540.3M
ETHA

ISHARES TR

$536.6M
SIGNATUREFD, LLC SM Holdings: 13F Position History | Track13F