SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT)

CUSIP: 83419H103

Q1 2024 13F Holders as of 31 Mar 2024

Holder snapshot 5 signals
Share change
+1,256,175
SEC-reported price per share
$9.15
Number of holders
20
Value change
+$11,494,283
Number of buys
20
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
46,302,676

Security key

83419H103

Report period

Q1 2024

Institutions

20

Top holders

10

Ownership snapshot

Top reported holders of SMXT - SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Bingwen David Hsu
Disclosed value leader
Bingwen David Hsu
Comparable rows
4/4
Latest evidence
27 Feb 2024
13D/G 3/4/5 Lead comparable stake: 12% 13D/G row: Bingwen David Hsu

Quick read

Bingwen David Hsu leads the comparable SEC ownership view at 12%.

4 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Bingwen David Hsu's linked filing trail.
Comparable ownership Top 4
Bingwen David Hsu 12%
Simon Yuan 7.4%
Ching Liu 7.4%
Wei Yuan Chen 3.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Bingwen David Hsu
13D/G 3/4/5
Hsu Bingwen David · Chief Executive Officer, Director, 10%+ Owner
12%
$5,897,588
5,460,730 shares
$0 27 Feb 2024
Simon Yuan
13D/G 3/4/5
Yuan Simon · Director
7.4%
$3,744,149
3,466,805 shares
$0 27 Feb 2024
Ching Liu
13D/G
7.4%
$3,700,510
3,426,398 shares
$0 27 Feb 2024
Wei Yuan Chen
3/4/5
Director
3.8%
$2,021,320
1,757,670 shares
27 Feb 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
20
Shares
1,256,175
Rows available
20
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2024 vs Q1 2026 Across Filers

Q1 2026 holders
20
Q1 2024 holders
20
Holder diff
0
Investor Q1 2026 Shares Q1 2024 Shares Share Diff Share Chg % Q1 2026 value Q1 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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