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Certified Advisory Corp: SMMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on SMMU, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 65,011 SMMU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,011 shares
    Change vs previous 13F +9,906 shares

    0.26% of the 13F portfolio, value $3,283,056.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 55,105 shares
    Change vs previous 13F +4,470 shares

    0.25% of the 13F portfolio, value $2,780,047.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 50,635 shares
    Change vs previous 13F +1,088 shares

    0.23% of the 13F portfolio, value $2,553,523.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 49,547 shares
    Change vs previous 13F +2,534 shares

    0.24% of the 13F portfolio, value $2,505,592.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 47,013 shares
    Change vs previous 13F +1,357 shares

    0.25% of the 13F portfolio, value $2,358,656.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 45,656 shares
    Change vs previous 13F -726 shares

    0.26% of the 13F portfolio, value $2,283,720.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 46,382 shares
    Change vs previous 13F +4,397 shares

    0.25% of the 13F portfolio, value $2,311,691.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 41,985 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,120,220.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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