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Authentikos Wealth Advisory, LLC: SMAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Authentikos Wealth Advisory, LLC on SMAX, newest first. How the timeline and the estimate are built.

Authentikos Wealth Advisory, LLC held 0 SMAX shares at 2025-06-30 per its 13F-HR/A filed 2026-02-26.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -108,477 shares

    13F-HR/A 0001967054-26-000003 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 108,477 shares
    Change vs previous 13F +85,292 shares

    2.12% of the 13F portfolio, value $2,716,267.

    13F-HR/A 0001967054-26-000002 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,185 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $584,242.

    13F-HR 0001967054-25-000001 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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