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Csenge Advisory Group: SMH position timeline

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

Csenge Advisory Group held 26,951 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,951 shares
    Change vs previous 13F +943 shares

    0.72% of the 13F portfolio, value $17,677,121.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 26,008 shares
    Change vs previous 13F -10,125 shares

    0.46% of the 13F portfolio, value $9,971,617.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 36,133 shares
    Change vs previous 13F +2,987 shares

    0.59% of the 13F portfolio, value $13,012,481.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 33,146 shares
    Change vs previous 13F -2,415 shares

    0.52% of the 13F portfolio, value $10,817,541.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 35,561 shares
    Change vs previous 13F +661 shares

    0.45% of the 13F portfolio, value $8,525,809.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 34,900 shares
    Change vs previous 13F +1,066 shares

    0.38% of the 13F portfolio, value $6,719,297.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 33,834 shares
    Change vs previous 13F +3,984 shares

    0.44% of the 13F portfolio, value $8,193,608.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 29,850 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,662,200.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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