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Disclosery

Northwest Financial Advisors: SMDV position timeline

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

Northwest Financial Advisors held 9,668 SMDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,668 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $744,699.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 9,656 shares
    Change vs previous 13F -230 shares

    1.28% of the 13F portfolio, value $664,255.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 9,886 shares
    Change vs previous 13F -608 shares

    1.34% of the 13F portfolio, value $653,288.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 10,494 shares
    Change vs previous 13F -201 shares

    0.9% of the 13F portfolio, value $699,325.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 10,695 shares
    Change vs previous 13F -1,335 shares

    0.97% of the 13F portfolio, value $695,802.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 12,030 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $789,066.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 12,030 shares
    Change vs previous 13F +22 shares

    0.67% of the 13F portfolio, value $814,089.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 12,008 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $831,691.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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