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Journey Advisory Group, LLC: SMLF position timeline

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

Journey Advisory Group, LLC held 3,158 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 3,158 shares
    Change vs previous 13F -1,919 shares

    0.02% of the 13F portfolio, value $281,532.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, 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 5,077 shares
    Change vs previous 13F -4,633 shares

    0.03% of the 13F portfolio, value $383,288.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, 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 9,710 shares
    Change vs previous 13F -74,997 shares

    0.06% of the 13F portfolio, value $727,097.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, 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 84,707 shares
    Change vs previous 13F -403 shares

    0.47% of the 13F portfolio, value $6,297,966.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, 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 85,110 shares
    Change vs previous 13F -21,181 shares

    0.45% of the 13F portfolio, value $5,783,225.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, 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 106,291 shares
    Change vs previous 13F +16,940 shares

    0.54% of the 13F portfolio, value $6,607,049.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, 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 89,351 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $5,469,175.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, 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 89,351 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,469,175.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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