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AVALON CAPITAL MANAGEMENT: SMH position timeline

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

AVALON CAPITAL MANAGEMENT held 47,957 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 47,957 shares
    Change vs previous 13F +1,273 shares

    7.45% of the 13F portfolio, value $31,454,517.

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL 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 46,684 shares
    Change vs previous 13F -3,318 shares

    5.05% of the 13F portfolio, value $17,899,326.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL 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 50,002 shares
    Change vs previous 13F +8,743 shares

    4.31% of the 13F portfolio, value $18,007,220.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL 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 41,259 shares
    Change vs previous 13F -329 shares

    3.3% of the 13F portfolio, value $13,465,287.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL 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 41,588 shares
    Change vs previous 13F +31,542 shares

    3.12% of the 13F portfolio, value $11,598,061.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL 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 10,046 shares
    Change vs previous 13F -21,911 shares

    0.62% of the 13F portfolio, value $2,124,428.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL 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 31,957 shares
    Change vs previous 13F +10,155 shares

    2.5% of the 13F portfolio, value $7,739,027.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL 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 21,802 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $5,351,301.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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