MY Wealth Management Inc.: SMB position timeline

MY Wealth Management Inc. held 258,905 SMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 258,905 shares

   Change vs previous 13F +258,905 shares

   3.16% of the 13F portfolio, value $4,492,002.

   13F-HR 0001951757-26-001174 filed by MY Wealth Management Inc.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -212,012 shares

   13F-HR 0001827845-26-000002 filed by MY Wealth Management Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 212,012 shares

   Change vs previous 13F -40,901 shares

   3.22% of the 13F portfolio, value $3,691,129.

   13F-HR 0001827845-26-000001 filed by MY Wealth Management Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 252,913 shares

   Change vs previous 13F -328 shares

   3.86% of the 13F portfolio, value $4,405,744.

   13F-HR 0001827845-25-000002 filed by MY Wealth Management Inc.
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 253,241 shares

   Change vs previous 13F not available

   4.19% of the 13F portfolio, value $4,370,940.

   13F-HR 0001085146-25-003794 filed by MY Wealth Management Inc.
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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