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Bosman Wealth Management, LLC: SMH position timeline

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

Bosman Wealth Management, LLC held 971 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 971 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $636,869.

    13F-HR 0002085853-26-000886 filed by Bosman Wealth Management, 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 971 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $372,281.

    13F-HR 0002085853-26-000549 filed by Bosman Wealth Management, 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 981 shares
    Change vs previous 13F -270 shares

    0.29% of the 13F portfolio, value $353,288.

    13F-HR 0002085853-26-000095 filed by Bosman Wealth Management, 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 1,251 shares
    Change vs previous 13F -39 shares

    0.32% of the 13F portfolio, value $408,276.

    13F-HR 0002085853-25-000167 filed by Bosman Wealth Management, 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 1,290 shares
    Change vs previous 13F -13,796 shares

    0.32% of the 13F portfolio, value $359,755.

    13F-HR 0001667731-25-000864 filed by Bosman Wealth Management, 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 15,086 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $3,190,236.

    13F-HR 0002066260-25-000002 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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