Skip to content
Disclosery

AllGen Financial Advisors, Inc.: SMLF position timeline

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

AllGen Financial Advisors, Inc. held 150,295 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,295 shares
    Change vs previous 13F -3,417 shares

    2.93% of the 13F portfolio, value $13,397,313.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, 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 153,712 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $11,603,775.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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