Ridgewood Investments LLC SMG — SCOTTS MIRACLE GRO CO

Ownership history in Ridgewood Investments LLC  ·  34 quarters on record

AI Ownership Summary

Ridgewood Investments LLC reported SCOTTS MIRACLE GRO CO (SMG) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows SMG at 0.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ridgewood Investments LLC's position in SCOTTS MIRACLE GRO CO, 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 Q3

SMG was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Ridgewood Investments LLC held SMG — position size vs. price
% of Fund (quarterly)    SMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,665 +6,233 +114.7% 0.22% $585K 2026-10-05 $49.10
2026 Q2 ADDED — — — 5,432 +2,932 +117.3% 0.14% $370K 2026-08-03 $67.42
2025 Q1 REDUCED — — — 2,500 -14 -0.6% 0.06% $137K 2025-05-07 $50.42
2024 Q4 UNCHANGED — — — 2,514 — 0% 0.08% $167K 2025-01-10 $61.50
2024 Q3 UNCHANGED — — — 2,514 — 0% 0.11% $218K 2024-10-04 $76.56
2024 Q2 REDUCED 74.7% +34.5% ❌ 2,514 -7,418 -74.7% 0.08% $164K 2024-07-29 $64.07
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ridgewood Investments LLC and SMG

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

How long has Ridgewood Investments LLC reported owning SMG?

Ridgewood Investments LLC reported SMG across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SMG position in Ridgewood Investments LLC's portfolio?

The largest reported portfolio weight for SMG was 0.22% in 2026 Q3.

What is the latest reported SMG position on this page?

The most recent filing on this page is 2026 Q3, when Ridgewood Investments LLC reported 11,665 shares, equal to 0.22% of portfolio, with an estimated market value of $585K.

What does the chart on this SMG ownership page compare?

The chart compares Ridgewood Investments LLC's quarterly SMG 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.

How well did Ridgewood Investments LLC time their SMG position?

Based on 13F filing dates vs. subsequent SMG price moves, Ridgewood Investments LLC correctly timed 8 out of 25 reported position changes (32%). The annualised alpha on SMG relative to SPY over the holding period was -17.4%.

← Back to Ridgewood Investments LLC Holdings