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Navigation Wealth Management, Inc.: SMIZ position timeline

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

Navigation Wealth Management, Inc. held 67,317 SMIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,317 shares
    Change vs previous 13F +8,573 shares

    4.14% of the 13F portfolio, value $3,003,685.

    13F-HR 0001839930-26-000003 filed by Navigation 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 58,744 shares
    Change vs previous 13F -786 shares

    7.85% of the 13F portfolio, value $2,177,640.

    13F-HR 0001839930-26-000002 filed by Navigation 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 59,530 shares
    Change vs previous 13F +3,782 shares

    3.27% of the 13F portfolio, value $2,202,015.

    13F-HR 0001839930-26-000001 filed by Navigation 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 55,748 shares
    Change vs previous 13F +3,046 shares

    3.06% of the 13F portfolio, value $2,081,630.

    13F-HR 0001839930-25-000002 filed by Navigation 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 52,702 shares
    Change vs previous 13F +41,921 shares

    2.63% of the 13F portfolio, value $1,786,071.

    13F-HR 0001085146-25-003696 filed by Navigation 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 10,781 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $326,440.

    13F-HR 0001085146-25-001974 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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