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Benchmark Financial Wealth Advisors, LLC: SMMD position timeline

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

Benchmark Financial Wealth Advisors, LLC held 92,212 SMMD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,212 shares
    Change vs previous 13F +4,237 shares

    2.09% of the 13F portfolio, value $8,449,367.

    13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth Advisors, 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 87,975 shares
    Change vs previous 13F +9,884 shares

    1.86% of the 13F portfolio, value $6,716,866.

    13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth Advisors, 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 78,091 shares
    Change vs previous 13F +3,722 shares

    1.68% of the 13F portfolio, value $5,852,123.

    13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth Advisors, 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 74,369 shares
    Change vs previous 13F +3,343 shares

    1.65% of the 13F portfolio, value $5,483,218.

    13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,026 shares
    Change vs previous 13F +11,291 shares

    1.59% of the 13F portfolio, value $4,814,122.

    13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 59,735 shares
    Change vs previous 13F -11,433 shares

    1.41% of the 13F portfolio, value $3,735,845.

    13F-HR 0001757706-25-000006 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 71,168 shares
    Change vs previous 13F +4,888 shares

    1.55% of the 13F portfolio, value $4,839,457.

    13F-HR 0001757706-25-000004 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 66,280 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,489,146.

    13F-HR 0001757706-24-000012 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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