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Disclosery

Wayfinding Financial, LLC: SMIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wayfinding Financial, LLC on SMIZ, newest first. How the timeline and the estimate are built.

Wayfinding Financial, LLC held 25,334 SMIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,334 shares
    Change vs previous 13F -124,064 shares

    0.43% of the 13F portfolio, value $1,130,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 149,398 shares
    Change vs previous 13F -1,581 shares

    2.4% of the 13F portfolio, value $5,538,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 150,979 shares
    Change vs previous 13F +1,912 shares

    2.38% of the 13F portfolio, value $5,619,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 149,067 shares
    Change vs previous 13F +168 shares

    2.4% of the 13F portfolio, value $5,567,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 148,899 shares
    Change vs previous 13F +6,922 shares

    2.31% of the 13F portfolio, value $5,159,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 141,977 shares
    Change vs previous 13F +2,811 shares

    1.88% of the 13F portfolio, value $4,295,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, LLC
    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 139,166 shares
    Change vs previous 13F -3,445 shares

    2.55% of the 13F portfolio, value $4,761,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, LLC
    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 142,611 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $4,720,000.

    13F-HR 0001898131-24-000002 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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