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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

SM holding history

SM Energy Co in every 13F filed by Parallel Advisors, 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 (Q2 2026)
4,750
Value
$124.0K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of SM by Parallel Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,750$124.0K<0.1%+72+1.5%AddedHolders
Q1 20264,678$145.9K<0.1%+4,562+3,932.8%AddedHolders
Q4 2025116$2.17K<0.1%−1,062−90.2%ReducedHolders
Q3 20251,178$29.4K<0.1%+81+7.4%AddedHolders
Q2 20251,097$27.1K<0.1%−22−2.0%ReducedHolders
Q1 20251,119$33.5K<0.1%+747+200.8%AddedHolders
Q4 2024372$14.4K<0.1%+31+9.1%AddedHolders
Q3 2024341$13.6K<0.1%−107−23.9%ReducedHolders
Q2 2024448$19.4K<0.1%+56+14.3%AddedHolders
Q1 2024392$19.5K<0.1%−889−69.4%ReducedHolders
Q4 20231,281$49.6K<0.1%+682+113.9%AddedHolders
Q3 2023599$23.8K<0.1%+223+59.3%AddedHolders
Q2 2023376$11.9K<0.1%−34−8.3%ReducedHolders
Q1 2023410$11.5K<0.1%+333+432.5%AddedHolders
Q4 202277$2.68K<0.1%+8+11.6%AddedHolders
Q3 202269$3.00K<0.1%−5−6.8%ReducedHolders
Q2 202274$3.00K<0.1%+5+7.2%AddedHolders
Q1 202269$3.00K<0.1%−264−79.3%ReducedHolders
Q4 2021333$10.0K<0.1%+83+33.2%AddedHolders
Q3 2021250$7.00K<0.1%+157+168.8%AddedHolders
Q2 202193$2.00K<0.1%+93NewHolders