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Disclosery

FundX Investment Group, LLC: SMH position timeline

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

FundX Investment Group, LLC held 40,565 SMH shares at 2021-12-31 per its 13F-HR filed 2022-01-26.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 40,565 shares
    Change vs previous 13F +266 shares

    3.05% of the 13F portfolio, value $12,526,000.

    13F-HR 0001172661-22-000184 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 40,299 shares
    Change vs previous 13F -1,566 shares

    4.88% of the 13F portfolio, value $10,327,000.

    13F-HR 0001172661-21-002104 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 41,865 shares
    Change vs previous 13F -759 shares

    2.12% of the 13F portfolio, value $4,773,000.

    13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 42,624 shares
    Change vs previous 13F +833 shares

    5.86% of the 13F portfolio, value $10,381,000.

    13F-HR 0001172661-21-001050 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 41,791 shares
    Change vs previous 13F +2,411 shares

    3.81% of the 13F portfolio, value $9,128,000.

    13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 39,380 shares
    Change vs previous 13F -427 shares

    2.64% of the 13F portfolio, value $6,860,000.

    13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 39,807 shares
    Change vs previous 13F -13,819 shares

    2.57% of the 13F portfolio, value $6,083,000.

    13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 53,626 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,282,000.

    13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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