SMG — SCOTTS MIRACLE-GRO CO CL A

Ownership history in High Note Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in SCOTTS MIRACLE-GRO CO CL A (SMG). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 54 +25 +86.2% 0.00% $3K $55.71
2025 Q2 ADDED 29 +3 +11.5% 0.00% $2K $63.82
2025 Q1 INITIATED 26 — — 0.00% $1K $52.54
% of Fund (quarterly)    SMG price (monthly, adj. close)

Other funds also holding SMG

As of 2025 Q4 — sorted by position size

TradeLink Capital LLC 3Y 7Y 1.88% Barnett & Company, Inc. 3Y 7Y 1.83% Compass Wealth Management LLC 3Y 1.72% Aristotle Capital Boston, LLC 3Y 7Y 1.38% Centerstone Investors, LLC 3Y 7Y 1.35% SG Capital Management LLC 3Y 7Y 1.28% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.16% Harvey Partners, LLC 3Y 7Y 1.14% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 1.06% CM Management, LLC 3Y 0.98%
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