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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

  1. period ended2026-06-30
    13F 10,267 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 9,878 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F/A 10,316 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,026 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 4,593 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 2,422 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 2,521 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 2,751 shares
    Change 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), ingested

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