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Disclosery

Crown Wealth Group, LLC: SMH position timeline

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

Crown Wealth Group, LLC held 19,624 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,624 shares
    Change vs previous 13F +284 shares

    3.28% of the 13F portfolio, value $12,871,215.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 19,340 shares
    Change vs previous 13F +1,030 shares

    2.18% of the 13F portfolio, value $7,414,973.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 18,310 shares
    Change vs previous 13F -6,200 shares

    1.84% of the 13F portfolio, value $6,593,996.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 24,510 shares
    Change vs previous 13F +2,755 shares

    2.4% of the 13F portfolio, value $7,998,991.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 21,755 shares
    Change vs previous 13F +13,034 shares

    2.28% of the 13F portfolio, value $6,066,955.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 8,721 shares
    Change vs previous 13F -5,020 shares

    0.96% of the 13F portfolio, value $1,844,170.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    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 13,741 shares
    Change vs previous 13F +357 shares

    1.35% of the 13F portfolio, value $3,327,589.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 13,384 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,285,149.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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