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Disclosery

Concentrum Wealth Management: SMH position timeline

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

Concentrum Wealth Management held 27,972 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,972 shares
    Change vs previous 13F -685 shares

    4.39% of the 13F portfolio, value $18,346,729.

    13F-HR 0001765380-26-000302 filed by Concentrum 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 28,657 shares
    Change vs previous 13F -247 shares

    3.24% of the 13F portfolio, value $10,987,218.

    13F-HR 0001765380-26-000137 filed by Concentrum 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 28,904 shares
    Change vs previous 13F -217 shares

    2.91% of the 13F portfolio, value $10,409,355.

    13F-HR 0001765387-26-000001 filed by Concentrum 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 29,121 shares
    Change vs previous 13F +2,179 shares

    2.74% of the 13F portfolio, value $9,504,026.

    13F-HR 0001765387-25-000003 filed by Concentrum 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 26,942 shares
    Change vs previous 13F +13,100 shares

    2.36% of the 13F portfolio, value $7,513,667.

    13F-HR 0001765380-25-000328 filed by Concentrum 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 13,842 shares
    Change vs previous 13F +4,227 shares

    1.08% of the 13F portfolio, value $2,927,063.

    13F-HR 0001765380-25-000189 filed by Concentrum 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 9,615 shares
    Change vs previous 13F +2,367 shares

    0.82% of the 13F portfolio, value $2,328,344.

    13F-HR 0001765380-25-000094 filed by Concentrum 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 7,248 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,779,022.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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