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McAdam, LLC: SMLV position timeline

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

McAdam, LLC held 3,535 SMLV 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 3,535 shares
    Change vs previous 13F -315 shares

    0.02% of the 13F portfolio, value $556,278.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 3,850 shares
    Change vs previous 13F +391 shares

    0.02% of the 13F portfolio, value $527,748.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 3,459 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $453,564.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 3,157 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $409,593.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 2,988 shares
    Change vs previous 13F +157 shares

    0.02% of the 13F portfolio, value $373,836.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 2,831 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $347,857.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 2,979 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $380,221.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 2,828 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $351,305.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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