SMITH SHELLNUT WILSON LLC /ADV KAI — KADANT INC

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  8 quarters on record

AI Ownership Summary

SMITH SHELLNUT WILSON LLC /ADV reported KADANT INC (KAI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows KAI at 0.08% 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 KAI 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 KADANT INC, 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

KAI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q1

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.

KAI stock page SMITH SHELLNUT WILSON LLC /ADV fund profile SMITH SHELLNUT WILSON LLC /ADV full holdings
How SMITH SHELLNUT WILSON LLC /ADV held KAI — position size vs. price
% of Fund (quarterly)    KAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 825 — 0% 0.08% $216K 2026-10-21 $265.60
2026 Q2 UNCHANGED — — — 825 — 0% 0.09% $235K 2026-08-03 $324.11
2025 Q3 UNCHANGED — — — 825 — 0% 0.09% $246K 2025-10-27 $302.25
2025 Q2 UNCHANGED — — — 825 — 0% 0.11% $262K 2025-08-05 $323.45
2025 Q1 UNCHANGED — — — 825 — 0% 0.13% $278K 2025-04-17 $303.24
2024 Q4 UNCHANGED — — — 825 — 0% 0.13% $285K 2025-03-04 $357.69
2024 Q3 UNCHANGED — — — 825 — 0% 0.13% $279K 2024-10-31 $330.05
2024 Q2 INITIATED — — — 825 — — 0.12% $242K 2024-07-26 $352.26

🏢 Other funds also holding KAI

As of 2026 Q3 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 3.03% WASATCH ADVISORS LP 3Y 7Y 1.7% Linden Thomas Advisory Services, LLC 3Y 0.15% Impact Capital Partners LLC 0.13% GHP Investment Advisors, Inc. 3Y 7Y 0.12% Quantum Private Wealth, LLC 3Y 0.08% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.06% Curated Wealth Partners LLC 3Y 0.03% Inspire Investing, LLC 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.02%

FAQ About SMITH SHELLNUT WILSON LLC /ADV and KAI

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 KAI?

SMITH SHELLNUT WILSON LLC /ADV reported KAI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for KAI was 0.13% in 2025 Q1.

What is the latest reported KAI position on this page?

The most recent filing on this page is 2026 Q3, when SMITH SHELLNUT WILSON LLC /ADV reported 825 shares, equal to 0.08% of portfolio, with an estimated market value of $216K.

What does the chart on this KAI ownership page compare?

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