Corient IA LLC

SEC CIK: 0002058426
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SM holding history

SM Energy Co in every 13F filed by Corient IA LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overview All 13F holders of SM Full Q2 2026 holdings

Shares (Q2 2026): 6,060
Value: $158.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2025

Holdings of SM by Corient IA LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,060	$158.2K	0.1%	00.0%	Unchanged	Holders
Q1 2026	6,060	$189.0K	0.2%	+6,060	New	Holders
Q2 2025	0	$0	0.0%	−7,500−100.0%	Sold out	Holders
Q1 2025	7,500	$224.6K	0.2%	–	No prior filing	Holders