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Disclosery

Cerity Partners LLC: SMLF position timeline

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

Cerity Partners LLC held 76,347 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,347 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $6,805,111.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 76,349 shares
    Change vs previous 13F +2,681 shares

    0.01% of the 13F portfolio, value $5,771,386.

    13F-HR 0001172661-26-002233 filed by Cerity 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 ended2025-12-31
    13F 73,668 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $5,516,187.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 74,455 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $5,535,750.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 74,023 shares
    Change vs previous 13F -1,454 shares

    0.01% of the 13F portfolio, value $5,029,873.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 75,477 shares
    Change vs previous 13F -1,162 shares

    0.01% of the 13F portfolio, value $4,691,678.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 76,639 shares
    Change vs previous 13F -5,884 shares

    0.01% of the 13F portfolio, value $5,173,133.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 82,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,475,428.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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