SEC 13F Intelligence

Wayfinding Financial, LLC / SMLF

Wayfinding Financial, LLC’s Ishares Tr Position

Does Wayfinding Financial, LLC own Ishares Tr (SMLF)? Not currently — the last reported position was 47.8K shares worth $2M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2022
Shares
47.8K
% of Portfolio
+1.97%
Quarters Held
4
position exited

Position History SMLF

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22Q4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202247.8K$2M+1.97%
Q2 202249.4K$2M+2.04%
Q1 202249.0K$3M+2.11%
Q4 202147.8K$2M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wayfinding Financial, LLC’s full portfolio or all institutional holders of SMLF.