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DHK Financial Advisors, Inc.: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHK Financial Advisors, Inc. on SMH, newest first. How the timeline and the estimate are built.

DHK Financial Advisors, Inc. held 4,290 SMH shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,196,395.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $907,206.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,038,909.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,052,980.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,118,403.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $965,207.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,290 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $750,192.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 4,290 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $619,004.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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