SM Energy shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in SM Energy
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Quarterly reported holdings in SM Energy by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86k | 3.4k | 24.97 |
| 2025-06-30 | $82k | 3.3k | 24.71 |
| 2025-03-31 | $79k | 2.6k | 29.95 |
| 2024-12-31 | $65k | 1.7k | 37.38 |
| 2024-09-30 | $83k | 1.9k | 43.72 |