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Perigon Wealth Management, LLC: SMLF position timeline

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

Perigon Wealth Management, LLC held 62,803 SMLF 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 62,803 shares
    Change vs previous 13F +11,221 shares

    0.09% of the 13F portfolio, value $5,598,284.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 51,582 shares
    Change vs previous 13F +11,128 shares

    0.07% of the 13F portfolio, value $3,893,935.

    13F-HR 0001951757-26-000567 filed by Perigon 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 ended2025-12-31
    13F 40,454 shares
    Change vs previous 13F +6,374 shares

    0.05% of the 13F portfolio, value $3,029,173.

    13F-HR 0001951757-26-000202 filed by Perigon 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 ended2025-09-30
    13F 34,080 shares
    Change vs previous 13F +5,280 shares

    0.05% of the 13F portfolio, value $2,533,827.

    13F-HR 0001951757-25-001161 filed by Perigon 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 ended2025-06-30
    13F 28,800 shares
    Change vs previous 13F +3,713 shares

    0.05% of the 13F portfolio, value $1,956,941.

    13F-HR 0001951757-25-000869 filed by Perigon 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 ended2025-03-31
    13F 25,087 shares
    Change vs previous 13F +5,369 shares

    0.04% of the 13F portfolio, value $1,559,401.

    13F-HR 0001951757-25-000439 filed by Perigon 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 ended2024-12-31
    13F 19,718 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,377,493.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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