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Disclosery

LifePro Asset Management: SMIZ position timeline

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

LifePro Asset Management held 21,835 SMIZ shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,835 shares
    Change vs previous 13F +3,581 shares

    0.44% of the 13F portfolio, value $722,690.

    13F-HR 0001213900-24-086507 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 18,254 shares
    Change vs previous 13F +1,254 shares

    0.4% of the 13F portfolio, value $556,564.

    13F-HR 0001213900-24-060518 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 17,000 shares
    Change vs previous 13F +27 shares

    0.36% of the 13F portfolio, value $537,889.

    13F-HR 0001213900-24-036051 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 16,973 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $484,863.

    13F-HR 0001213900-24-014539 filed by LifePro Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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