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Financial Freedom, LLC: SMH position timeline

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

Financial Freedom, LLC held 18,728 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,728 shares
    Change vs previous 13F -379 shares

    5.64% of the 13F portfolio, value $12,283,743.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, 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 19,107 shares
    Change vs previous 13F -94 shares

    3.65% of the 13F portfolio, value $7,325,761.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, 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 19,201 shares
    Change vs previous 13F -545 shares

    3.43% of the 13F portfolio, value $6,914,985.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, 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 19,746 shares
    Change vs previous 13F +1,013 shares

    3.21% of the 13F portfolio, value $6,444,171.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, 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 18,733 shares
    Change vs previous 13F -59 shares

    2.82% of the 13F portfolio, value $5,224,987.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, 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 18,792 shares
    Change vs previous 13F -167 shares

    2.28% of the 13F portfolio, value $3,973,999.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, 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 18,959 shares
    Change vs previous 13F +62 shares

    2.42% of the 13F portfolio, value $4,591,346.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, 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 18,897 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,638,248.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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