SM Energy shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in SM Energy
Tip: Access up to 7 years of quarterly data
All positions including SM Energy held by Diversify Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SM Energy by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $861k | 45k | 19.35 |
| 2025-06-30 | $1.2M | 45k | 26.95 |
| 2025-03-31 | $1.1M | 46k | 23.26 |
| 2024-12-31 | $15M | 349k | 43.35 |
| 2024-09-30 | $14M | 338k | 42.33 |
| 2024-06-30 | $14M | 311k | 43.44 |
| 2024-03-31 | $3.2M | 63k | 50.58 |
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