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Consolidated Portfolio Review Corp: SMH position timeline

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

Consolidated Portfolio Review Corp held 12,505 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 12,505 shares
    Change vs previous 13F -11,760 shares

    0.68% of the 13F portfolio, value $8,201,904.

    13F-HR 0001754960-26-000622 filed by Consolidated Portfolio Review Corp
    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 24,265 shares
    Change vs previous 13F +70 shares

    0.85% of the 13F portfolio, value $9,303,201.

    13F-HR 0001754960-26-000333 filed by Consolidated Portfolio Review Corp
    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 24,195 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,713,345.

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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