Skip to content
Disclosery

KERR FINANCIAL PLANNING Corp: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on SMLF, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 657 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 657 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $58,527.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 656 shares
    Change vs previous 13F -251 shares

    0.04% of the 13F portfolio, value $53,269.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 907 shares
    Change vs previous 13F +454 shares

    0.09% of the 13F portfolio, value $67,914.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 453 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $32,842.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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