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Disclosery

Cassilly Financial Group LLC: SMLF position timeline

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

Cassilly Financial Group LLC held 12,275 SMLF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,275 shares
    Change vs previous 13F +382 shares

    0.69% of the 13F portfolio, value $1,025,707.

    13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 11,893 shares
    Change vs previous 13F +379 shares

    0.77% of the 13F portfolio, value $1,060,167.

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,514 shares
    Change vs previous 13F +127 shares

    0.75% of the 13F portfolio, value $869,208.

    13F-HR 0002090777-26-000003 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,387 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $852,670.

    13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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