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Disclosery

INVESTMENT MANAGEMENT CORP /VA/ /ADV: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT CORP /VA/ /ADV on SMH, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT CORP /VA/ /ADV held 1,841 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,841 shares
    Change vs previous 13F -816 shares

    1.01% of the 13F portfolio, value $1,207,736.

    13F-HR 0000789307-26-000004 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,657 shares
    Change vs previous 13F +23 shares

    0.88% of the 13F portfolio, value $1,018,836.

    13F-HR 0000789307-26-000003 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,634 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $948,716.

    13F-HR 0000789307-26-000001 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,632 shares
    Change vs previous 13F +39 shares

    0.74% of the 13F portfolio, value $858,908.

    13F-HR 0000789307-25-000015 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,593 shares
    Change vs previous 13F +42 shares

    0.66% of the 13F portfolio, value $723,075.

    13F-HR 0000789307-25-000013 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,551 shares
    Change vs previous 13F +86 shares

    0.49% of the 13F portfolio, value $539,423.

    13F-HR 0000789307-25-000011 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 2,465 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $596,907.

    13F-HR 0000789307-25-000010 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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