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Bollard Group LLC

SEC CIK
0001556218
Latest filing
Aug 12, 2026

SM holding history

SM Energy Co in every 13F filed by Bollard Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of SM by Bollard Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−303−100.0%Sold outHolders
Q3 2023303$12.0K<0.1%+1+0.3%AddedHolders
Q2 2023302$10.0K<0.1%+302NewHolders