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AAFMAA Wealth Management & Trust LLC: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on SMH, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 752 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 752 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $457,968.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 772 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $506,347.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 772 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $295,985.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 772 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $278,020.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 772 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $251,950.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 772 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $215,295.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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