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KERR FINANCIAL PLANNING Corp: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on SMH, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 2,364 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,364 shares
    Change vs previous 13F +15 shares

    1.73% of the 13F portfolio, value $1,550,009.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 2,349 shares
    Change vs previous 13F -2,291 shares

    0.81% of the 13F portfolio, value $1,145,919.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 4,640 shares
    Change vs previous 13F +2,323 shares

    2.28% of the 13F portfolio, value $1,685,431.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 2,317 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $799,262.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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