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Sanctuary Advisors, LLC

SEC CIK
0001777271
Latest filing
Aug 13, 2026

SM holding history

SM Energy Co in every 13F filed by Sanctuary 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)
13,792
Value
$360.0K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of SM by Sanctuary Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,792$360.0K<0.1%+4,670+51.2%AddedHolders
Q1 20269,122$284.4K<0.1%+9,122NewHolders
Q4 20250$00.0%−10,401−100.0%Sold outHolders
Q3 202510,401$259.7K<0.1%−2,534−19.6%ReducedHolders
Q2 202512,935$319.6K<0.1%−6,926−34.9%ReducedHolders
Q1 202519,861$594.8K<0.1%−48,207−70.8%ReducedHolders
Q4 202468,068$2.70M<0.1%+34,895+105.2%AddedHolders
Q3 202433,173$1.53M<0.1%+1,774+5.6%AddedHolders
Q2 202431,399$1.60M<0.1%–No prior filingHolders