Skip to main content

Expect Equity LLC

SEC CIK
0002007407
Latest filing
Aug 14, 2026

SM holding history

SM Energy Co in every 13F filed by Expect Equity 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)
95,806
Value
$2.50M
% of portfolio
1.6%
Quarters held
2
Since Q1 2026
Holdings of SM by Expect Equity LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,806$2.50M1.6%00.0%UnchangedHolders
Q1 202695,806$2.99M2.3%+95,806NewHolders