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Highland Financial Advisors, LLC: SMIN position timeline

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

Highland Financial Advisors, LLC held 56,378 SMIN shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,378 shares
    Change vs previous 13F +15,145 shares

    0.88% of the 13F portfolio, value $3,987,616.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 41,233 shares
    Change vs previous 13F +1,737 shares

    0.65% of the 13F portfolio, value $2,472,331.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 39,496 shares
    Change vs previous 13F +284 shares

    0.77% of the 13F portfolio, value $2,761,165.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 39,212 shares
    Change vs previous 13F +2,440 shares

    0.81% of the 13F portfolio, value $2,812,285.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 36,772 shares
    Change vs previous 13F -642 shares

    0.91% of the 13F portfolio, value $2,838,063.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 37,414 shares
    Change vs previous 13F +6,214 shares

    0.91% of the 13F portfolio, value $2,547,519.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 31,200 shares
    Change vs previous 13F +2,211 shares

    0.83% of the 13F portfolio, value $2,385,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 28,989 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,493,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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