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TRB Wealth Management, LLC: SMLF position timeline

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

TRB Wealth Management, LLC held 126,394 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,394 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $11,266,761.

    13F-HR 0001214659-26-009943 filed by TRB Wealth Management, LLC
    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 126,394 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $9,541,483.

    13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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