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INSTRUMENTAL WEALTH, LLC: SMH position timeline

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

INSTRUMENTAL WEALTH, LLC held 969 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 969 shares
    Change vs previous 13F +9 shares

    0.32% of the 13F portfolio, value $635,492.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 960 shares
    Change vs previous 13F +12 shares

    0.23% of the 13F portfolio, value $367,987.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 948 shares
    Change vs previous 13F +76 shares

    0.23% of the 13F portfolio, value $390,626.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 872 shares
    Change vs previous 13F +94 shares

    0.22% of the 13F portfolio, value $317,203.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 778 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $226,385.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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