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Disclosery

Krilogy Financial LLC: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Krilogy Financial LLC on SMH, newest first. How the timeline and the estimate are built.

Krilogy Financial LLC held 8,863 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,863 shares
    Change vs previous 13F -595 shares

    0.17% of the 13F portfolio, value $5,813,478.

    13F-HR 0001659047-26-000005 filed by Krilogy Financial LLC
    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 9,458 shares
    Change vs previous 13F -2,129 shares

    0.14% of the 13F portfolio, value $4,301,724.

    13F-HR 0001659047-26-000004 filed by Krilogy Financial LLC
    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 11,587 shares
    Change vs previous 13F -635 shares

    0.16% of the 13F portfolio, value $4,621,325.

    13F-HR 0001659047-26-000002 filed by Krilogy Financial LLC
    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 12,222 shares
    Change vs previous 13F -1,328 shares

    0.17% of the 13F portfolio, value $4,393,668.

    13F-HR 0001659047-25-000006 filed by Krilogy Financial LLC
    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 13,550 shares
    Change vs previous 13F +985 shares

    0.22% of the 13F portfolio, value $3,778,918.

    13F-HR 0001659047-25-000004 filed by Krilogy Financial LLC
    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 12,565 shares
    Change vs previous 13F +1,308 shares

    0.17% of the 13F portfolio, value $2,657,192.

    13F-HR 0001659047-25-000003 filed by Krilogy Financial LLC
    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 11,257 shares
    Change vs previous 13F -309 shares

    0.18% of the 13F portfolio, value $2,726,189.

    13F-HR 0001659047-25-000001 filed by Krilogy Financial LLC
    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 11,566 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,838,911.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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