Security key
83419H103
SolarMax Technology, Inc. - Common Stock, par value $0.001 per share (SMXT)
CUSIP: 83419H103
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Total 13F shares
- 1,348,041
- Total 13F value
- $4,434,683
- Share change
- +87,829
- SEC-reported price per share
- $3.29
- Number of holders
- 29
- Value change
- -$802,413
- Number of buys
- 21
- Number of sells
- 16
- Shares outstanding
- 46,302,676
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q2 2024
Institutions
29
Top holders
10
SMXT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
SolarMax Technology, Inc. SEC filings
SolarMax Technology, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 83419H103
Recent filing periods:
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
15/15
Latest evidence
31 Mar 2024
13D/G
3/4/5
13F
Lead comparable stake: 12%
13D/G row: Bingwen David Hsu
Showing 1-6 of 15 holder rows.
Quick read
Bingwen David Hsu leads the comparable SEC ownership view at 12%.
15 of 15 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.
Comparable ownership
Top 5
Bingwen David Hsu
12%
Simon Yuan
7.4%
Ching Liu
7.4%
Wei Yuan Chen
3.8%
MORGAN STANLEY
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 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 |
| MORGAN STANLEY |
13F
Company
|
1.3%
|
$5,568,599
608,590 shares
|
— | 31 Mar 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
0.42%
|
$1,767,496
193,169 shares
|
— | 31 Mar 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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
29
Shares
1,348,041
Rows available
29
| 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 Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
20
Q2 2024 holders
29
Holder diff
9
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend