SEC 13F Intelligence

Ulland Investment Advisors, LLC / SMMD

Ulland Investment Advisors, LLC’s Ishares Tr Position

Does Ulland Investment Advisors, LLC own Ishares Tr (SMMD)? Yes — 17.3K shares worth $1M (+1.13% of its 13F portfolio) as of Q1 2026, down from 17.3K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
17.3K
% of Portfolio
+1.13%
Quarters Held
10
currently held

Position History SMMD

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.3K$1M+1.13%
Q4 202517.3K$1M+1.04%
Q3 202518.1K$1M+1.00%
Q2 202518.5K$1M+0.96%
Q1 202520.2K$1M+1.05%
Q4 202426.8K$2M+1.16%
Q3 202426.6K$2M+1.32%
Q2 202427.8K$2M+1.21%
Q1 202428.8K$2M+1.51%
Q4 202328.1K$2M+1.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of SMMD.