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Empirical Asset Management, LLC: SMLF position timeline

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

Empirical Asset Management, LLC held 24,056 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,056 shares
    Change vs previous 13F +530 shares

    0.48% of the 13F portfolio, value $2,144,372.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 23,526 shares
    Change vs previous 13F -1,863 shares

    0.47% of the 13F portfolio, value $1,776,006.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 25,389 shares
    Change vs previous 13F +2,890 shares

    0.54% of the 13F portfolio, value $1,901,159.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 22,499 shares
    Change vs previous 13F +3,614 shares

    0.46% of the 13F portfolio, value $1,672,796.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 18,885 shares
    Change vs previous 13F +198 shares

    0.4% of the 13F portfolio, value $1,283,216.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 18,687 shares
    Change vs previous 13F +116 shares

    0.4% of the 13F portfolio, value $1,161,588.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 18,571 shares
    Change vs previous 13F -1,215 shares

    0.42% of the 13F portfolio, value $1,253,520.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 19,786 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,312,800.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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