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Unison Advisors LLC → SM

Unison Advisors LLC SM Position History

SM Energy Company • Energy

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$682K
Q1 2026$1.1M
Q2 2026$956K
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M36.9K——
Q2 2026$956K36.6K——
Q1 2026$1.1M36.1K——
Q4 2025$682K36.1K——

Other funds holding SM

Other Unison Advisors LLC positions

VGES

VANGUARD MUN BD FDS

$240.9M
VGES

VANGUARD MUN BD FDS

$236.7M
VGES

VANGUARD MUN BD FDS

$229.3M
VGES

VANGUARD MUN BD FDS

$221.4M
VGES

VANGUARD MUN BD FDS

$218M
VGES

VANGUARD INDEX FDS

$176.5M
VGES

VANGUARD INDEX FDS

$174.9M
VGES

VANGUARD INDEX FDS

$156.9M
Unison Advisors LLC SM Holdings: 13F Position History | Track13F