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Premier Path Wealth Partners, LLC: SMLF position timeline

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

Premier Path Wealth Partners, LLC held 38,133 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,133 shares
    Change vs previous 13F +5,068 shares

    0.39% of the 13F portfolio, value $3,399,197.

    13F-HR 0001999925-26-000003 filed by Premier Path Wealth Partners, 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 33,065 shares
    Change vs previous 13F -4,466 shares

    0.33% of the 13F portfolio, value $2,496,074.

    13F-HR 0001999925-26-000002 filed by Premier Path Wealth Partners, 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 37,531 shares
    Change vs previous 13F -1,930 shares

    0.36% of the 13F portfolio, value $2,810,306.

    13F-HR 0001999925-26-000001 filed by Premier Path Wealth Partners, 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 39,461 shares
    Change vs previous 13F +2,327 shares

    0.38% of the 13F portfolio, value $2,933,955.

    13F-HR 0001999925-25-000005 filed by Premier Path Wealth Partners, 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 37,134 shares
    Change vs previous 13F +710 shares

    0.35% of the 13F portfolio, value $2,523,274.

    13F-HR 0001956824-25-000008 filed by Premier Path Wealth Partners, 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 36,424 shares
    Change vs previous 13F +761 shares

    0.35% of the 13F portfolio, value $2,264,096.

    13F-HR 0001999925-25-000002 filed by Premier Path Wealth Partners, 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 35,663 shares
    Change vs previous 13F +555 shares

    0.37% of the 13F portfolio, value $2,407,265.

    13F-HR 0001999925-25-000001 filed by Premier Path Wealth Partners, 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 35,108 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,329,401.

    13F-HR 0001999925-24-000005 filed by Premier Path Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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