SM Energy shares owned by Heritage Family Offices
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in SM Energy
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Quarterly reported holdings in SM Energy by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 8.4k | 24.97 |
| 2024-12-31 | $242k | 6.2k | 38.76 |
| 2024-09-30 | $220k | 5.5k | 39.97 |
| 2024-06-30 | $254k | 5.9k | 43.23 |