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Smartsheet shares owned by FRG Family Wealth Advisors

Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by FRG Family Wealth Advisors from 13F filings

Historical chart of FRG Family Wealth Advisors investment in Smartsheet

Tip: Access up to 7 years of quarterly data

All positions including Smartsheet held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smartsheet by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $375k 6.8k 55.36
2024-06-30 $307k 6.8k 45.32
2024-03-31 $256k 6.8k 37.83
2023-12-31 $324k 6.8k 47.82
2023-09-30 $274k 6.8k 40.46
2023-06-30 $259k 6.8k 38.26
2023-03-31 $324k 6.8k 47.80
2022-12-31 $267k 6.8k 39.36
2022-09-30 $233k 6.8k 34.38
2022-06-30 $213k 6.8k 31.43
2022-03-31 $371k 6.8k 54.74
2021-12-31 $525k 6.8k 77.46
2021-09-30 $466k 6.8k 68.75
2021-06-30 $490k 6.8k 72.29
2021-03-31 $433k 6.8k 63.88
2020-12-31 $420k 6.1k 69.28
2020-09-30 $300k 6.1k 49.49
2020-06-30 $411k 8.1k 50.98
2020-03-31 $258k 6.2k 41.45
2019-12-31 $280k 6.2k 44.99
2019-09-30 $224k 6.2k 35.99
2019-06-30 $301k 6.2k 48.36