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Disclosery

KWMG, LLC: SMH position timeline

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

KWMG, LLC held 27,315 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,315 shares
    Change vs previous 13F -553 shares

    1.2% of the 13F portfolio, value $16,634,878.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,868 shares
    Change vs previous 13F -482 shares

    1.32% of the 13F portfolio, value $18,278,389.

    13F-HR 0001214659-26-008326 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,350 shares
    Change vs previous 13F -227 shares

    0.91% of the 13F portfolio, value $10,869,417.

    13F-HR 0001214659-26-004501 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,577 shares
    Change vs previous 13F -1,497 shares

    0.89% of the 13F portfolio, value $10,291,461.

    13F-HR 0001214659-26-000532 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,074 shares
    Change vs previous 13F -25 shares

    0.86% of the 13F portfolio, value $9,814,959.

    13F-HR 0001214659-25-014754 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,099 shares
    Change vs previous 13F +410 shares

    0.79% of the 13F portfolio, value $8,394,016.

    13F-HR 0001214659-25-010401 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,689 shares
    Change vs previous 13F +262 shares

    0.64% of the 13F portfolio, value $6,278,338.

    13F-HR 0001214659-25-005658 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,427 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,126,337.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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