L & S Advisors Inc SMERY — SIEMENS ENERGY AG (ADR)

Ownership history in L & S Advisors Inc  ·  2 quarters on record

AI Ownership Summary

L & S Advisors Inc reported SIEMENS ENERGY AG (ADR) (SMERY) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows SMERY at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMERY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L & S Advisors Inc's position in SIEMENS ENERGY AG (ADR), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMERY was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L & S Advisors Inc held SMERY — position size vs. price
% of Fund (quarterly)    SMERY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 59,440 +33,286 +127.3% 0.23% $2.3M 2026-08-12 $37.35
2026 Q1 INITIATED — — — 26,154 — — 0.56% $4.4M 2026-05-11 $41.88

🏢 Other funds also holding SMERY

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.04%

FAQ About L & S Advisors Inc and SMERY

These are the practical questions this page is built to answer before you even open the full history table.

How long has L & S Advisors Inc reported owning SMERY?

L & S Advisors Inc reported SMERY across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SMERY position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for SMERY was 0.56% in 2026 Q1.

What is the latest reported SMERY position on this page?

The most recent filing on this page is 2026 Q2, when L & S Advisors Inc reported 59,440 shares, equal to 0.23% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SMERY ownership page compare?

The chart compares L & S Advisors Inc's quarterly SMERY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to L & S Advisors Inc Holdings