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Disclosery

Alpha Family Trust: SMWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Family Trust on SMWB, newest first. How the timeline and the estimate are built.

Alpha Family Trust held 658,935 SMWB 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 658,935 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $4,039,272.

    13F-HR 0001193125-26-342249 filed by Alpha Family Trust
    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 658,935 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $2,260,148.

    13F-HR 0001193125-26-221997 filed by Alpha Family Trust
    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 658,935 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $4,935,424.

    13F-HR 0001193125-26-048264 filed by Alpha Family Trust
    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 658,935 shares
    Change vs previous 13F -192,734 shares

    2.87% of the 13F portfolio, value $6,128,097.

    13F-HR 0001193125-25-277455 filed by Alpha Family Trust
    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 851,669 shares
    Change vs previous 13F 0 shares

    3.31% of the 13F portfolio, value $6,677,084.

    13F-HR 0000950123-25-007808 filed by Alpha Family Trust
    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 851,669 shares
    Change vs previous 13F -283,890 shares

    4.11% of the 13F portfolio, value $7,043,302.

    13F-HR 0000950123-25-004939 filed by Alpha Family Trust
    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 1,135,559 shares
    Change vs previous 13F -513,156 shares

    9.04% of the 13F portfolio, value $16,090,870.

    13F-HR 0000950123-25-002106 filed by Alpha Family Trust
    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 1,648,715 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $14,574,639.

    13F-HR 0000950123-24-010474 filed by Alpha Family Trust
    Filed (acceptance time not in the bulk data set), ingested

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