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Disclosery

Smith Anglin Financial, LLC: TAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Anglin Financial, LLC on TAX, newest first. How the timeline and the estimate are built.

Smith Anglin Financial, LLC held 53,062 TAX shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 53,062 shares
    Change vs previous 13F -8,933 shares

    0.12% of the 13F portfolio, value $1,376,142.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 61,995 shares
    Change vs previous 13F +2,000 shares

    0.15% of the 13F portfolio, value $1,423,849.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 59,995 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,464,930.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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