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Disclosery

M3 Advisory Group, LLC: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on SMH, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 1,154 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,154 shares
    Change vs previous 13F +34 shares

    0.39% of the 13F portfolio, value $756,879.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 1,120 shares
    Change vs previous 13F +18 shares

    0.26% of the 13F portfolio, value $429,398.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 1,102 shares
    Change vs previous 13F +65 shares

    0.24% of the 13F portfolio, value $396,854.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 1,037 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $338,426.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 989 shares
    Change vs previous 13F -15 shares

    0.19% of the 13F portfolio, value $275,805.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 1,004 shares
    Change vs previous 13F +18 shares

    0.17% of the 13F portfolio, value $212,310.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 986 shares
    Change vs previous 13F +47 shares

    0.17% of the 13F portfolio, value $238,883.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 939 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $230,545.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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