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Disclosery

Activest Wealth Management: SMH position timeline

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

Activest Wealth Management held 399 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 399 shares
    Change vs previous 13F -158 shares

    0.05% of the 13F portfolio, value $261,912.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 557 shares
    Change vs previous 13F -426 shares

    0.04% of the 13F portfolio, value $213,457.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 983 shares
    Change vs previous 13F +505 shares

    0.07% of the 13F portfolio, value $354,036.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 478 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $155,882.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 654 shares
    Change vs previous 13F +336 shares

    0.04% of the 13F portfolio, value $182,267.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 318 shares
    Change vs previous 13F -224 shares

    0.02% of the 13F portfolio, value $67,243.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 542 shares
    Change vs previous 13F -2,043 shares

    0.04% of the 13F portfolio, value $131,251.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 2,585 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $634,430.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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