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Addison Advisors LLC: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addison Advisors LLC on SMLF, newest first. How the timeline and the estimate are built.

Addison Advisors LLC held 33,862 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,862 shares
    Change vs previous 13F -37,797 shares

    1.43% of the 13F portfolio, value $3,018,459.

    13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 71,659 shares
    Change vs previous 13F -2,442 shares

    1.2% of the 13F portfolio, value $5,409,539.

    13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 74,101 shares
    Change vs previous 13F -1,436 shares

    1.25% of the 13F portfolio, value $5,548,684.

    13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,537 shares
    Change vs previous 13F -492 shares

    1.3% of the 13F portfolio, value $5,616,177.

    13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 76,029 shares
    Change vs previous 13F -1,758 shares

    1.29% of the 13F portfolio, value $5,166,172.

    13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,787 shares
    Change vs previous 13F -3,980 shares

    1.32% of the 13F portfolio, value $4,835,241.

    13F-HR 0001843745-25-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,767 shares
    Change vs previous 13F -1,369 shares

    1.54% of the 13F portfolio, value $5,519,273.

    13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,136 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $5,516,075.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).