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Disclosery

Element Wealth, LLC: SMH position timeline

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

Element Wealth, LLC held 3,858 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,858 shares
    Change vs previous 13F +377 shares

    0.95% of the 13F portfolio, value $2,530,424.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 3,481 shares
    Change vs previous 13F +1,297 shares

    0.55% of the 13F portfolio, value $1,334,615.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 2,184 shares
    Change vs previous 13F +605 shares

    0.33% of the 13F portfolio, value $786,524.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 1,579 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $515,322.

    13F-HR 0001398344-25-019962 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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