Latest Period
Q1 2026
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
20
Shares (Excl. Options)
2,018,763
Price
$0.70
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- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- SMXT on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,018,763
- Total 13F value
- $1,415,357
- Portfolio coverage rank
- 0%
- Share change
- +483,628
- Value change
- +$337,274
- Number of holders
- 20
- Shares outstanding
- 46,302,676
- SEC-reported price per share
- $0.56
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 83419H103.
- 20 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 18 to 20 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,208,519 to $1,415,357.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q1 2026.
Security key
83419H103
Latest holder period
Q1 2026
13F holders
20
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
SMXT full holder history
SolarMax Technology, Inc. SEC filings
SolarMax Technology, Inc. company facts
SolarMax Technology, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83419H103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
SMXT
| 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 Mar 2026, 20 institutional investors reported holding 2,018,763 shares of SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT). This represents 4.4% of the company’s total 46,302,676 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,018,763 | $1,415,357 | +$337,274 | $0.70 | 20 |
| 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 |