SMITH SHELLNUT WILSON LLC /ADV RECS β€” COLUMBIA RESEARCH ENHANCED COR

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  Β·  3 quarters on record

AI Ownership Summary

SMITH SHELLNUT WILSON LLC /ADV reported COLUMBIA RESEARCH ENHANCED COR (RECS) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.51% in 2025 Q3. The latest visible filing shows RECS at 0.51% 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 RECS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITH SHELLNUT WILSON LLC /ADV's position in COLUMBIA RESEARCH ENHANCED COR, 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
2025 Q3

RECS was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 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 SMITH SHELLNUT WILSON LLC /ADV held RECS β€” position size vs. price
% of Fund (quarterly)    RECS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 32,821 +9,752 +42.3% 0.51% $1.3M 2025-11-14 (Est.) $40.03
2025 Q2 ADDED β€” β€” β€” 23,069 +4,305 +22.9% 0.37% $849K 2025-08-05 $37.30
2025 Q1 INITIATED β€” β€” β€” 18,764 β€” β€” 0.29% $623K 2025-04-17 $30.70

FAQ About SMITH SHELLNUT WILSON LLC /ADV and RECS

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

How long has SMITH SHELLNUT WILSON LLC /ADV reported owning RECS?

SMITH SHELLNUT WILSON LLC /ADV reported RECS across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported RECS position in SMITH SHELLNUT WILSON LLC /ADV's portfolio?

The largest reported portfolio weight for RECS was 0.51% in 2025 Q3.

What is the latest reported RECS position on this page?

The most recent filing on this page is 2025 Q3, when SMITH SHELLNUT WILSON LLC /ADV reported 32,821 shares, equal to 0.51% of portfolio, with an estimated market value of $1.3M.

What does the chart on this RECS ownership page compare?

The chart compares SMITH SHELLNUT WILSON LLC /ADV's quarterly RECS 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.

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