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ARWA LLC: SMH position timeline

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

ARWA LLC held 2,029 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,029 shares
    Change vs previous 13F +470 shares

    0.48% of the 13F portfolio, value $1,154,261.

    13F-HR 0001951757-26-001031 filed by ARWA 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 1,559 shares
    Change vs previous 13F +489 shares

    0.33% of the 13F portfolio, value $670,795.

    13F-HR 0001951757-26-000588 filed by ARWA 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 1,070 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $385,463.

    13F-HR 0001951757-26-000495 filed by ARWA LLC
    Filed (acceptance time not in the bulk data set), ingested

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