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Axiom Financial Strategies, LLC: SMLF position timeline

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

Axiom Financial Strategies, LLC held 19,888 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,888 shares
    Change vs previous 13F -2,853 shares

    0.56% of the 13F portfolio, value $1,772,778.

    13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, 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 22,741 shares
    Change vs previous 13F +12,553 shares

    0.6% of the 13F portfolio, value $1,716,689.

    13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, 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 10,188 shares
    Change vs previous 13F +110 shares

    0.32% of the 13F portfolio, value $762,848.

    13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, 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 10,078 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $749,322.

    13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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