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LWM Advisory Services, LLC: SMLF position timeline

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

LWM Advisory Services, LLC held 2,846 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,846 shares
    Change vs previous 13F -3,752 shares

    0.45% of the 13F portfolio, value $253,686.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 6,598 shares
    Change vs previous 13F -13,473 shares

    0.53% of the 13F portfolio, value $498,042.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 20,071 shares
    Change vs previous 13F -89 shares

    0.88% of the 13F portfolio, value $1,502,904.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 20,160 shares
    Change vs previous 13F +324 shares

    0.87% of the 13F portfolio, value $1,498,928.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 19,836 shares
    Change vs previous 13F +1,953 shares

    0.93% of the 13F portfolio, value $1,347,881.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 17,883 shares
    Change vs previous 13F -1,051 shares

    0.77% of the 13F portfolio, value $1,111,592.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 18,934 shares
    Change vs previous 13F -1,898 shares

    0.89% of the 13F portfolio, value $1,278,083.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 20,832 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,382,226.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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