SM — SM ENERGY CO

Ownership history in Diversify Advisory Services, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in SM ENERGY CO (SM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.83% (2024 Q4)
Avg. % of fund
0.38%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 44,507 -83 -0.2% 0.03% $861K $24.27
2025 Q2 REDUCED 44,590 -949 -2.1% 0.05% $1.2M $23.84
2025 Q1 REDUCED 45,539 -303,729 -87.0% 0.07% $1.1M $28.64
2024 Q4 ADDED 349,268 +11,191 +3.3% 0.83% $15.1M $36.88
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SM price (monthly, adj. close)

Other funds also holding SM

As of 2025 Q4 — sorted by position size

FEARNLEY ASSET MANAGEMENT AS 7.52% THOMIST CAPITAL MANAGEMENT, LP 3Y 2.2% Sagefield Capital LP 3Y 1.72% Pekin Hardy Strauss, Inc. 3Y 7Y 0.69% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.63% DENALI ADVISORS LLC 3Y 7Y 0.62% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.55% CacheTech Inc. 0.54% Adams Wealth Management 3Y 0.54% Tanglewood Legacy Advisors, LLC 3Y 0.52%
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