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Mascagni Wealth Management, Inc.: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mascagni Wealth Management, Inc. on SMLF, newest first. How the timeline and the estimate are built.

Mascagni Wealth Management, Inc. held 4,317 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,317 shares
    Change vs previous 13F -542 shares

    0.24% of the 13F portfolio, value $384,774.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 4,859 shares
    Change vs previous 13F +1,107 shares

    0.26% of the 13F portfolio, value $366,841.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 3,752 shares
    Change vs previous 13F -128 shares

    0.21% of the 13F portfolio, value $280,970.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 3,880 shares
    Change vs previous 13F -432 shares

    0.22% of the 13F portfolio, value $288,474.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 4,312 shares
    Change vs previous 13F -9,307 shares

    0.25% of the 13F portfolio, value $293,028.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 13,619 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $846,542.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 13,619 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $846,542.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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