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McNaughton Wealth Management, LLC: SMLV position timeline

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

McNaughton Wealth Management, LLC held 18,363 SMLV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,363 shares
    Change vs previous 13F -92 shares

    0.96% of the 13F portfolio, value $2,755,098.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,455 shares
    Change vs previous 13F -365 shares

    1.03% of the 13F portfolio, value $2,904,169.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,820 shares
    Change vs previous 13F -905 shares

    1.07% of the 13F portfolio, value $2,579,810.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,725 shares
    Change vs previous 13F -4,458 shares

    1.06% of the 13F portfolio, value $2,586,452.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,183 shares
    Change vs previous 13F +766 shares

    1.32% of the 13F portfolio, value $3,137,504.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,417 shares
    Change vs previous 13F +450 shares

    1.31% of the 13F portfolio, value $2,929,708.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,967 shares
    Change vs previous 13F -65,038 shares

    1.37% of the 13F portfolio, value $2,822,110.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 88,005 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $11,232,364.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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