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Advance Capital Management, Inc.: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on SMLF, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 1,476,512 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,476,512 shares
    Change vs previous 13F -69,274 shares

    4.25% of the 13F portfolio, value $131,616,289.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    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 1,545,786 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $116,691,408.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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