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Disclosery

Sanchez Wealth Management Group: SMIZ position timeline

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

Sanchez Wealth Management Group held 218,094 SMIZ 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 218,094 shares
    Change vs previous 13F +6,111 shares

    1.71% of the 13F portfolio, value $9,731,329.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 211,983 shares
    Change vs previous 13F +3,055 shares

    1.7% of the 13F portfolio, value $7,858,218.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 208,928 shares
    Change vs previous 13F +18,380 shares

    1.65% of the 13F portfolio, value $7,728,288.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 190,548 shares
    Change vs previous 13F +6,622 shares

    1.58% of the 13F portfolio, value $7,116,989.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 183,926 shares
    Change vs previous 13F +5,161 shares

    1.5% of the 13F portfolio, value $6,233,256.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 178,765 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,408,779.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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