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TRUE Private Wealth Advisors: SMIZ position timeline

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

TRUE Private Wealth Advisors held 776,904 SMIZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776,904 shares
    Change vs previous 13F +105,370 shares

    2.99% of the 13F portfolio, value $34,665,441.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 671,534 shares
    Change vs previous 13F +79,317 shares

    2.37% of the 13F portfolio, value $24,893,771.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 592,217 shares
    Change vs previous 13F -2,418 shares

    2.19% of the 13F portfolio, value $21,906,106.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 594,635 shares
    Change vs previous 13F -78,421 shares

    2.27% of the 13F portfolio, value $22,209,647.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 673,056 shares
    Change vs previous 13F +63,141 shares

    2.56% of the 13F portfolio, value $22,809,884.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 609,915 shares
    Change vs previous 13F -40,958 shares

    2.24% of the 13F portfolio, value $18,453,824.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 650,873 shares
    Change vs previous 13F +68,192 shares

    2.62% of the 13F portfolio, value $21,595,534.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 582,681 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $19,285,490.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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