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NewEdge Advisors, LLC: SMLF position timeline

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

NewEdge Advisors, LLC held 43,421 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,421 shares
    Change vs previous 13F -1,648 shares

    0.01% of the 13F portfolio, value $3,870,575.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 45,069 shares
    Change vs previous 13F +19,109 shares

    0.01% of the 13F portfolio, value $3,402,225.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 25,960 shares
    Change vs previous 13F +13,514 shares

    0.01% of the 13F portfolio, value $1,943,926.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 12,446 shares
    Change vs previous 13F -2,834 shares

    <0.01% of the 13F portfolio, value $925,324.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 15,280 shares
    Change vs previous 13F -1,439 shares

    0.01% of the 13F portfolio, value $1,038,258.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 16,719 shares
    Change vs previous 13F +2,832 shares

    0.01% of the 13F portfolio, value $1,039,305.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 13,887 shares
    Change vs previous 13F -1,951 shares

    0.01% of the 13F portfolio, value $937,398.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 15,838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,050,876.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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