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Disclosery

Alexis Investment Partners, LLC: SMH position timeline

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

Alexis Investment Partners, LLC held 2,041 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,041 shares
    Change vs previous 13F -10,548 shares

    0.75% of the 13F portfolio, value $1,289,871.

    13F-HR 0002054271-26-000003 filed by Alexis Investment 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 12,589 shares
    Change vs previous 13F -165 shares

    3.14% of the 13F portfolio, value $4,563,890.

    13F-HR 0002054271-26-000002 filed by Alexis Investment 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 12,754 shares
    Change vs previous 13F +248 shares

    1.72% of the 13F portfolio, value $4,625,777.

    13F-HR 0002054271-26-000001 filed by Alexis Investment 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 12,506 shares
    Change vs previous 13F +1,788 shares

    1.63% of the 13F portfolio, value $4,045,050.

    13F-HR 0002054271-25-000005 filed by Alexis Investment 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 10,718 shares
    Change vs previous 13F -1,131 shares

    1.29% of the 13F portfolio, value $2,985,380.

    13F-HR 0002054271-25-000004 filed by Alexis Investment 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 11,849 shares
    Change vs previous 13F +283 shares

    1.2% of the 13F portfolio, value $2,511,622.

    13F-HR 0002054271-25-000002 filed by Alexis Investment 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 11,566 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,820,818.

    13F-HR 0002054271-25-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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