5%+ stake, activist

Silvercrest Asset Management Group (SAMG): Equinox Partners Investment Management LLC raised its SAMG stake to 10.3% from 8.8% 10.3%

Equinox Partners Investment Management LLC raised its SAMG stake to 10.3% from 8.8%.

10.3%
Stake · was 8.8%
805K
Shares owned
Stake as of
Oct 14, 2026
Filed
Oct 16, 2026

Context

Written by software from the filings listed below · Oct 18, 2026

  • What was filed. SEC Schedule 13D: Equinox Partners Investment Management LLC filed a SCHEDULE 13D/A on Oct 16, 2026 reporting 805,365 shares, 10.3% of the class of Silvercrest Asset Management Group (SAMG); the previous filing reported 8.8%.

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The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Oct 13, 20265% stakeEquinox Partners Investment Management LLC filed an activist stake (13D) of 8.8%

What came next

  1. Oct 15, 2026Insider · 14 days before results10% owner purchased ~$60K of SAMG shares in the open market
  2. Oct 16, 20265% stakeEquinox Partners Investment Management LLC filed an activist stake (13D) of 10.3%
  3. Oct 20, 2026Insider · 9 days before results10% owner purchased ~$106K of SAMG shares in the open market
  4. Oct 21, 2026Insider · 8 days before results10% owner purchased ~$152K of SAMG shares in the open market
  5. Oct 22, 2026Insider · 7 days before results10% owner purchased ~$35K of SAMG shares in the open market
  6. Oct 27, 2026Insider · 2 days before results10% owner purchased ~$9.1K of SAMG shares in the open market
  7. Oct 29, 2026Company filing · Form 8-K · ResultsReported its results
  8. Oct 29, 2026Insider · Largest insider buy since 201310% owner purchased ~$340K of SAMG shares in the open market
View the official recordSEC Schedule 13D

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Silvercrest Asset Management Group

For Silvercrest Asset Management Group, OQRO holds 6 insider filings (SEC Form 4 or Form 144) and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SAMG page.

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Other disclosures at Silvercrest Asset Management Group

Everything OQRO holds on this company is on its SAMG page.

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Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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