IFP Advisors »

Smartsheet shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Smartsheet

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Smartsheet by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $209k 3.7k 56.47
2024-12-31 $133k 2.4k 56.03
2024-09-30 $19k 344 55.36
2024-06-30 $1.5k 33 44.09
2023-06-30 $78 3 26.33
2023-03-31 $2.7k 103 26.27
2022-12-31 $12k 205 58.54
2022-09-30 $8.0k 276 28.99
2022-06-30 $1.0k 14 71.43
2022-03-31 $2.0k 27 74.07
2021-12-31 $1.0k 16 62.50
2021-09-30 $75k 1.1k 68.31
2021-06-30 $0 3 0.00
2021-03-31 $0 0 0.00
2020-12-31 $0 0 0.00
2020-09-30 $0 0 0.00
2020-06-30 $0 0 0.00
2020-03-31 $0 0 0.00
2019-12-31 $6.0k 141 42.55
2019-09-30 $5.0k 141 35.46

Top funds holding Smartsheet