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Forvis Mazars Wealth Advisors, LLC: SMH position timeline

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

Forvis Mazars Wealth Advisors, LLC held 928 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 928 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $565,152.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $606,043.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).