Kraft, Davis & Associates, LLC: SMH position timeline

Kraft, Davis & Associates, LLC held 60,208 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 60,208 shares

   Change vs previous 13F -13,459 shares

   7.42% of the 13F portfolio, value $35,523,705.

   13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 73,667 shares

   Change vs previous 13F -5,604 shares

   7.93% of the 13F portfolio, value $37,236,239.

   13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 79,271 shares

   Change vs previous 13F +1,433 shares

   6.95% of the 13F portfolio, value $31,026,972.

   13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 77,838 shares

   Change vs previous 13F -30 shares

   6.51% of the 13F portfolio, value $26,759,586.

   13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 77,868 shares

   Change vs previous 13F +27,352 shares

   6.23% of the 13F portfolio, value $22,691,502.

   13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 50,516 shares

   Change vs previous 13F -15,552 shares

   3.11% of the 13F portfolio, value $9,644,820.

   13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 66,068 shares

   Change vs previous 13F +17,474 shares

   4.67% of the 13F portfolio, value $16,343,313.

   13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 48,594 shares

   Change vs previous 13F not available

   3.49% of the 13F portfolio, value $11,714,379.

   13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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