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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

SMG holding history

Scotts Miracle-Gro Co in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMG overviewAll 13F holders of SMGFull Q1 2026 holdings

Shares (Q1 2026)
39,830
Value
$2.42M
% of portfolio
0.4%
Quarters held
18
Since Q1 2021
Holdings of SMG by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202639,830$2.42M0.4%−168−0.4%ReducedHolders
Q4 202539,998$2.33M0.4%+4,097+11.4%AddedHolders
Q3 202535,901$2.04M0.4%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202530,434$1.67M0.4%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202429,433$1.92M0.5%−26,185−47.1%ReducedHolders
Q1 202455,618$3.85M0.5%+28,234+103.1%AddedHolders
Q4 202327,384$1.75M0.5%−286,164−91.3%ReducedHolders
Q3 2023313,548––+302,776+2,810.8%AddedHolders
Q2 202310,772$675<0.1%+981+10.0%AddedHolders
Q1 20239,791$675<0.1%+7,704+369.1%AddedHolders
Q4 20222,087$101<0.1%+177+9.3%AddedHolders
Q3 20221,910$82.0K<0.1%−3,409−64.1%ReducedHolders
Q2 20225,319$418.0K<0.1%+3,709+230.4%AddedHolders
Q1 20221,610$195.0K<0.1%−1,923−54.4%ReducedHolders
Q4 20213,533$543.0K<0.1%+386+12.3%AddedHolders
Q3 20213,147$455.0K0.3%−3,056−49.3%ReducedHolders
Q2 20216,203$1.19M0.5%+505+8.9%AddedHolders
Q1 20215,698$1.40K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.