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Wade Financial Advisory, Inc: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on SMLF, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 57,191 SMLF shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 57,191 shares
    Change vs previous 13F -1,161 shares

    1.22% of the 13F portfolio, value $3,554,999.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 58,352 shares
    Change vs previous 13F +251 shares

    1.33% of the 13F portfolio, value $3,938,733.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 58,101 shares
    Change vs previous 13F +325 shares

    1.3% of the 13F portfolio, value $3,854,979.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 57,776 shares
    Change vs previous 13F -3,181 shares

    1.27% of the 13F portfolio, value $3,536,496.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 60,957 shares
    Change vs previous 13F -27,754 shares

    1.41% of the 13F portfolio, value $3,875,670.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 88,711 shares
    Change vs previous 13F -13,126 shares

    1.97% of the 13F portfolio, value $5,218,002.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 101,837 shares
    Change vs previous 13F -543 shares

    2.26% of the 13F portfolio, value $5,268,023.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 102,380 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,489,611.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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