River Wealth Advisors LLC: SMLF position timeline

River Wealth Advisors LLC held 315,394 SMLF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 315,394 shares

   Change vs previous 13F -2,580 shares

   2.94% of the 13F portfolio, value $28,114,184.

   13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 317,974 shares

   Change vs previous 13F -42,592 shares

   2.76% of the 13F portfolio, value $24,003,822.

   13F-HR 0001642570-26-000005 filed by River Wealth Advisors LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 360,566 shares

   Change vs previous 13F +17,197 shares

   3.03% of the 13F portfolio, value $26,999,196.

   13F-HR 0001642570-26-000003 filed by River Wealth Advisors LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 343,369 shares

   Change vs previous 13F +14,686 shares

   2.98% of the 13F portfolio, value $25,529,495.

   13F-HR 0001642570-25-000011 filed by River Wealth Advisors LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 328,683 shares

   Change vs previous 13F not available

   2.78% of the 13F portfolio, value $22,334,010.

   13F-HR 0001642570-25-000009 filed by River Wealth Advisors LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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