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Disclosery

Wade Financial Advisory, Inc: SMMV position timeline

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

Wade Financial Advisory, Inc held 67,215 SMMV 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 67,215 shares
    Change vs previous 13F -2,072 shares

    0.95% of the 13F portfolio, value $2,786,058.

    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 69,287 shares
    Change vs previous 13F -2,773 shares

    0.97% of the 13F portfolio, value $2,872,632.

    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 72,060 shares
    Change vs previous 13F +2,057 shares

    0.99% of the 13F portfolio, value $2,940,053.

    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 70,003 shares
    Change vs previous 13F -6,101 shares

    0.94% of the 13F portfolio, value $2,610,765.

    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 76,104 shares
    Change vs previous 13F -52,215 shares

    1.04% of the 13F portfolio, value $2,850,113.

    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 128,319 shares
    Change vs previous 13F -17,240 shares

    1.73% of the 13F portfolio, value $4,579,699.

    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 145,559 shares
    Change vs previous 13F -1,688 shares

    2.06% of the 13F portfolio, value $4,810,726.

    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 147,247 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $5,047,612.

    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).