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WealthCollab, LLC

SEC CIK
0002017870
Latest filing
Aug 10, 2026

SM holding history

SM Energy Co in every 13F filed by WealthCollab, 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)
277
Value
$7.23K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of SM by WealthCollab, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026277$7.23K<0.1%−76−21.5%ReducedHolders
Q1 2026353$11.0K<0.1%+335+1,861.1%AddedHolders
Q4 202518$337<0.1%+18NewHolders
Q2 20250$00.0%−225−100.0%Sold outHolders
Q1 2025225$6.74K<0.1%00.0%UnchangedHolders
Q4 2024225$8.72K<0.1%00.0%UnchangedHolders
Q3 2024225$8.99K<0.1%00.0%UnchangedHolders
Q2 2024225$9.73K<0.1%00.0%UnchangedHolders
Q1 2024225$11.2K<0.1%00.0%UnchangedHolders
Q4 2023225$8.71K<0.1%–No prior filingHolders