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Disclosery

LOWERY THOMAS, LLC: SMH position timeline

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

LOWERY THOMAS, LLC held 17,895 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 17,895 shares
    Change vs previous 13F -249 shares

    5.73% of the 13F portfolio, value $11,729,598.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 18,144 shares
    Change vs previous 13F +141 shares

    3.97% of the 13F portfolio, value $6,945,831.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 18,003 shares
    Change vs previous 13F +83 shares

    3.66% of the 13F portfolio, value $6,483,590.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 17,920 shares
    Change vs previous 13F +1,171 shares

    3.38% of the 13F portfolio, value $5,848,450.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 16,749 shares
    Change vs previous 13F -1,888 shares

    2.99% of the 13F portfolio, value $4,671,027.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 18,637 shares
    Change vs previous 13F -643 shares

    2.7% of the 13F portfolio, value $3,941,802.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 19,280 shares
    Change vs previous 13F +589 shares

    3.04% of the 13F portfolio, value $4,668,950.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 18,691 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $4,589,135.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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