Recent filings
The trust's recent EDGAR filings — prospectus updates, shareholder reports, proxy records. Trust-level, so some cover other funds in SMA RELATIONSHIP TRUST.
| Filed | Filing | Form | |
|---|---|---|---|
| 2026-04-24 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2026-03-13 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2026-03-09 | Annual shareholder report report | N-CSR | EDGAR → |
| 2025-09-08 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2025-08-21 | Proxy voting record proxy | N-PX | EDGAR → |
| 2025-08-14 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-04-25 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2025-03-14 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2025-03-10 | Annual shareholder report report | N-CSR | EDGAR → |
| 2024-09-09 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2024-09-03 | Proxy voting record proxy | N-PX | EDGAR → |
| 2024-07-23 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2024-04-26 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2024-03-14 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2024-03-11 | Annual shareholder report report | N-CSR | EDGAR → |
| 2023-11-22 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2023-10-05 | Proxy statement proxy | DEF 14A | EDGAR → |
| 2023-10-02 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2023-09-08 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2023-08-23 | Proxy voting record proxy | N-PX | EDGAR → |
| 2023-07-20 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2023-04-25 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2023-03-15 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2023-03-13 | Annual shareholder report report | N-CSR | EDGAR → |
| 2022-09-08 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2022-08-18 | Proxy voting record proxy | N-PX | EDGAR → |
| 2022-05-04 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2022-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2022-04-14 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2022-03-15 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2022-03-10 | Annual shareholder report report | N-CSR | EDGAR → |
| 2022-01-10 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2021-12-02 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2021-09-07 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2021-08-19 | Proxy voting record proxy | N-PX | EDGAR → |
| 2021-04-27 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2021-03-15 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2021-03-11 | Annual shareholder report report | N-CSR | EDGAR → |
| 2021-01-11 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-09-08 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2020-09-04 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-08-20 | Proxy voting record proxy | N-PX | EDGAR → |
| 2020-05-20 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2020-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2020-04-06 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2020-03-12 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2020-03-09 | Annual shareholder report report | N-CSR | EDGAR → |
| 2019-09-09 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2019-08-28 | Proxy voting record proxy | N-PX | EDGAR → |
| 2019-05-17 | Updated prospectus prospectus | 485BPOS | EDGAR → |
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