SM Energy shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of SM Energy (SM) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in SM Energy
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Quarterly reported holdings in SM Energy by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 74k | 24.97 |
| 2025-06-30 | $1.8M | 74k | 24.71 |
| 2025-03-31 | $2.2M | 74k | 29.95 |
| 2024-12-31 | $2.9M | 74k | 38.76 |
| 2024-09-30 | $3.0M | 74k | 39.97 |
| 2024-06-30 | $3.2M | 74k | 43.23 |
| 2024-03-31 | $3.7M | 74k | 49.85 |
| 2023-12-31 | $2.9M | 74k | 38.72 |
| 2023-09-30 | $2.9M | 74k | 39.65 |
| 2023-06-30 | $3.7M | 118k | 31.63 |
| 2023-03-31 | $3.3M | 118k | 28.16 |
| 2022-12-31 | $4.1M | 118k | 34.83 |
More positions owned by Tanglewood Legacy Advisors
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