Schwallier Wealth Management LLC: SMBS position timeline

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

Schwallier Wealth Management LLC held 198,387 SMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 198,387 shares
Change vs previous 13F +22,195 shares
3.19% of the 13F portfolio, value $5,043,003.
13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
Filed 2026-08-14 (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).
period ended2026-03-31
13F 176,192 shares
Change vs previous 13F not available
3.29% of the 13F portfolio, value $4,501,704.
13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management LLC
Filed 2026-05-05 (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).