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Disclosery

Wharton Business Group, LLC: SMLF position timeline

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

Wharton Business Group, LLC held 21,700 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,700 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,934,338.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 21,700 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $1,638,133.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 21,730 shares
    Change vs previous 13F -395 shares

    0.06% of the 13F portfolio, value $1,627,142.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 22,125 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,644,994.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 22,125 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,503,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 22,125 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,375,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 22,125 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,493,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, 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 22,125 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,468,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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