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Disclosery

Aspetuck Financial Management LLC: SMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspetuck Financial Management LLC on SMBS, newest first. How the timeline and the estimate are built.

Aspetuck Financial Management LLC held 42,000 SMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,000 shares
    Change vs previous 13F +13,250 shares

    0.63% of the 13F portfolio, value $1,067,640.

    13F-HR 0002048608-26-000004 filed by Aspetuck Financial Management 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 28,750 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $734,562.

    13F-HR 0002048608-26-000002 filed by Aspetuck Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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