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Talisman Wealth Advisors LLC: SMLF position timeline

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

Talisman Wealth Advisors LLC held 0 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -28,136 shares

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 28,136 shares
    Change vs previous 13F +6,597 shares

    1.71% of the 13F portfolio, value $2,123,919.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors 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 21,539 shares
    Change vs previous 13F +6,312 shares

    1.26% of the 13F portfolio, value $1,617,325.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 15,227 shares
    Change vs previous 13F +1,657 shares

    0.94% of the 13F portfolio, value $1,132,119.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors 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 13,570 shares
    Change vs previous 13F +2,687 shares

    0.84% of the 13F portfolio, value $922,058.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors 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 10,883 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $676,468.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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