Kovack Advisors, Inc.: SMH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on SMH, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 10,267 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,267 sharesChange vs previous 13F +389 shares
0.31% of the 13F portfolio, value $6,519,397.
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,878 sharesChange vs previous 13F -438 shares
0.22% of the 13F portfolio, value $4,073,617.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 10,316 sharesChange vs previous 13F +8,290 shares
0.18% of the 13F portfolio, value $3,715,230.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,026 sharesChange vs previous 13F -2,567 shares
0.06% of the 13F portfolio, value $661,152.
13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,593 sharesChange vs previous 13F +2,171 shares
0.13% of the 13F portfolio, value $1,280,923.
13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,422 sharesChange vs previous 13F -99 shares
0.05% of the 13F portfolio, value $512,218.
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,521 sharesChange vs previous 13F -230 shares
0.06% of the 13F portfolio, value $610,422.
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,751 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $675,298.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).