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Disclosery

IAM Advisory, LLC: SMH position timeline

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

IAM Advisory, LLC held 23,557 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,557 shares
    Change vs previous 13F -1,588 shares

    3.01% of the 13F portfolio, value $15,450,939.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 25,145 shares
    Change vs previous 13F -2,008 shares

    2.16% of the 13F portfolio, value $9,640,674.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 27,153 shares
    Change vs previous 13F -769 shares

    2.17% of the 13F portfolio, value $9,778,602.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 27,922 shares
    Change vs previous 13F -1,649 shares

    2.05% of the 13F portfolio, value $9,112,787.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 29,571 shares
    Change vs previous 13F -306 shares

    1.98% of the 13F portfolio, value $8,246,865.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 29,877 shares
    Change vs previous 13F +164 shares

    1.64% of the 13F portfolio, value $6,318,111.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 29,713 shares
    Change vs previous 13F -476 shares

    1.82% of the 13F portfolio, value $7,195,670.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 30,189 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $7,409,861.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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