Latest Period
Q4 2025
Security Snapshot
SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) Institutional Ownership
CUSIP: 83419H103
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
18
Shares (Excl. Options)
1,472,178
Price
$0.82
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- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- SMXT on Nasdaq
- Shares outstanding
- 46,302,676
- Price per share
- $0.70
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,472,178
- Total reported value
- $1,208,519
- % of total 13F portfolios
- 0%
- Share change
- -278,097
- Value change
- -$248,353
- Number of holders
- 18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 83419H103.
- 18 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 18 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $1,208,519 to $151.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 18 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 83419H103?
CUSIP 83419H103 identifies SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83419H103:
Significant Owners of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hsu Bingwen David | 12% | $5,897,588 | 5,460,730 | Hsu Bingwen David | 27 Feb 2024 | |||
| Yuan Simon | 7.4% | $3,744,149 | 3,466,805 | Yuan Simon | 27 Feb 2024 | |||
| Liu Ching | 7.4% | $3,700,510 | 3,426,398 | Ching Liu | 27 Feb 2024 |
As of 31 Dec 2025, 18 institutional investors reported holding 1,472,178 shares of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT). This represents 3.2% of the company’s total 46,302,676 outstanding shares.
Institutional Holders of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 215 | $151 | +$80 | $0.70 | 1 |
| 2025 Q4 | 1,472,178 | $1,208,519 | -$248,353 | $0.82 | 18 |
| 2025 Q3 | 1,750,618 | $1,837,979 | +$121,107 | $1.05 | 26 |
| 2025 Q2 | 1,624,816 | $1,770,596 | -$1,875,050 | $1.09 | 34 |
| 2025 Q1 | 3,294,548 | $3,954,948 | +$435,799 | $1.20 | 38 |
| 2024 Q4 | 2,911,691 | $4,717,278 | +$3,330,288 | $1.62 | 38 |
| 2024 Q3 | 1,079,980 | $681,088 | -$1,118,006 | $0.63 | 35 |
| 2024 Q2 | 1,348,041 | $4,434,683 | -$802,413 | $3.29 | 29 |
| 2024 Q1 | 1,256,175 | $11,494,283 | +$11,494,283 | $9.15 | 20 |