SM Energy Co

Insight Wealth Strategies, LLC SM

Report date

9/30/2025

Quarter

2025 Q3

Filed

10/6/2025

Shares

108,074

Value ($000)

2,699

Weight

0.3%

2025 Q2 - 2025 Q3 (2 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q3	10/6/2025	2,699	0.3%	108,074	9/30/2025
2025 Q2	7/7/2025	2,796	0.4%	107,381	6/30/2025