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Forefront Wealth Partners, LLC: SMH position timeline

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

Forefront Wealth Partners, LLC held 2,872 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,872 shares
    Change vs previous 13F -577 shares

    0.58% of the 13F portfolio, value $1,883,769.

    13F-HR 0002063364-26-000314 filed by Forefront Wealth Partners, 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 3,449 shares
    Change vs previous 13F -126 shares

    0.55% of the 13F portfolio, value $1,322,134.

    13F-HR 0002063364-26-000107 filed by Forefront Wealth Partners, 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 3,575 shares
    Change vs previous 13F -69 shares

    0.61% of the 13F portfolio, value $1,287,299.

    13F-HR 0002063364-26-000056 filed by Forefront Wealth Partners, 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 3,644 shares
    Change vs previous 13F -1,543 shares

    0.3% of the 13F portfolio, value $1,189,123.

    13F-HR 0002063364-25-000240 filed by Forefront Wealth Partners, 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 5,187 shares
    Change vs previous 13F +3,070 shares

    0.86% of the 13F portfolio, value $1,256,091.

    13F-HR 0002063364-25-000212 filed by Forefront Wealth Partners, 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 2,117 shares
    Change vs previous 13F -3,070 shares

    0.3% of the 13F portfolio, value $447,624.

    13F-HR 0002063364-25-000089 filed by Forefront Wealth Partners, 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 5,187 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,256,091.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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