Aaron Wealth Advisors
- SEC CIK
- 0001812198
- Latest filing
- Jul 16, 2026
SM holding history
SM Energy Co in every 13F filed by Aaron Wealth Advisors, 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 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −5,117−100.0% | Sold out | Holders |
| Q3 2024 | 5,117 | $204.5K | <0.1% | +83+1.6% | Added | Holders |
| Q2 2024 | 5,034 | $217.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 5,034 | $250.9K | <0.1% | −241−4.6% | Reduced | Holders |
| Q4 2023 | 5,275 | $204.2K | <0.1% | +5,275 | New | Holders |