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Disclosery

Williams Financial, LLC: SMLF position timeline

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

Williams Financial, LLC held 50,761 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,761 shares
    Change vs previous 13F +2,235 shares

    2.34% of the 13F portfolio, value $4,524,860.

    13F-HR 0001214659-26-008749 filed by Williams 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 48,526 shares
    Change vs previous 13F -129 shares

    2.13% of the 13F portfolio, value $3,663,253.

    13F-HR 0001214659-26-005070 filed by Williams 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 48,655 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,643,315.

    13F-HR 0001214659-26-001066 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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