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Fox Financial, Inc: SMLF position timeline

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

Fox Financial, Inc held 281,234 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,234 shares
    Change vs previous 13F -2,142 shares

    17.46% of the 13F portfolio, value $25,069,218.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 283,376 shares
    Change vs previous 13F +1,077 shares

    17.46% of the 13F portfolio, value $21,392,060.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 282,299 shares
    Change vs previous 13F -2,277 shares

    16.85% of the 13F portfolio, value $21,138,553.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 284,576 shares
    Change vs previous 13F -1,879 shares

    16.84% of the 13F portfolio, value $21,158,278.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 286,455 shares
    Change vs previous 13F +4,126 shares

    16.46% of the 13F portfolio, value $19,464,646.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 282,329 shares
    Change vs previous 13F +3,370 shares

    16.52% of the 13F portfolio, value $17,549,547.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 278,959 shares
    Change vs previous 13F +68,239 shares

    17.01% of the 13F portfolio, value $18,829,970.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 210,720 shares
    Change vs previous 13F not available

    12.19% of the 13F portfolio, value $13,981,326.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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