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Future Financial Wealth Managment LLC: SMH position timeline

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

Future Financial Wealth Managment LLC held 5,737 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,737 shares
    Change vs previous 13F -1,184 shares

    2.07% of the 13F portfolio, value $3,328,518.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 6,921 shares
    Change vs previous 13F +111 shares

    2.02% of the 13F portfolio, value $3,135,277.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 6,810 shares
    Change vs previous 13F -722 shares

    1.79% of the 13F portfolio, value $2,658,611.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 7,532 shares
    Change vs previous 13F -755 shares

    1.55% of the 13F portfolio, value $2,458,144.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment 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 8,287 shares
    Change vs previous 13F +294 shares

    1.57% of the 13F portfolio, value $2,311,079.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment 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 7,993 shares
    Change vs previous 13F +1,049 shares

    1.24% of the 13F portfolio, value $1,690,280.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment 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 6,944 shares
    Change vs previous 13F +420 shares

    1.23% of the 13F portfolio, value $1,681,628.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment 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 6,524 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,601,316.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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