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GeoWealth Management, LLC: SMLF position timeline

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

GeoWealth Management, LLC held 74,648 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,648 shares
    Change vs previous 13F -1,911 shares

    0.21% of the 13F portfolio, value $6,654,308.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 76,559 shares
    Change vs previous 13F +2,140 shares

    0.21% of the 13F portfolio, value $5,779,584.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 74,419 shares
    Change vs previous 13F -2,958 shares

    0.21% of the 13F portfolio, value $5,572,558.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 77,377 shares
    Change vs previous 13F -6,217 shares

    0.21% of the 13F portfolio, value $5,753,080.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 83,594 shares
    Change vs previous 13F +7,892 shares

    0.22% of the 13F portfolio, value $5,680,310.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 75,702 shares
    Change vs previous 13F -146,135 shares

    0.19% of the 13F portfolio, value $4,705,678.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 221,837 shares
    Change vs previous 13F -25,938 shares

    0.49% of the 13F portfolio, value $14,974,157.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 247,775 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $16,439,963.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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