Skip to content
Disclosery

Worthington Financial Partners, LLC: SMR position timeline

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

Worthington Financial Partners, LLC held 55,689 SMR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,689 shares
    Change vs previous 13F +1,048 shares

    0.37% of the 13F portfolio, value $439,943.

    13F-HR 0002111427-26-000006 filed by Worthington Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,641 shares
    Change vs previous 13F +710 shares

    0.45% of the 13F portfolio, value $548,049.

    13F-HR 0002111427-26-000005 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,931 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $584,612.

    13F-HR 0002111427-26-000004 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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