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Madrona Financial Services, LLC: SMH position timeline

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

Madrona Financial Services, LLC held 21,240 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,240 shares
    Change vs previous 13F +282 shares

    2.57% of the 13F portfolio, value $13,931,390.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 20,958 shares
    Change vs previous 13F -5,303 shares

    1.76% of the 13F portfolio, value $8,035,114.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 26,261 shares
    Change vs previous 13F -581 shares

    2.02% of the 13F portfolio, value $9,457,429.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 26,842 shares
    Change vs previous 13F -100 shares

    1.93% of the 13F portfolio, value $8,760,091.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 26,942 shares
    Change vs previous 13F -925 shares

    1.8% of the 13F portfolio, value $7,513,530.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 27,867 shares
    Change vs previous 13F +13,271 shares

    1.62% of the 13F portfolio, value $5,892,993.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 14,596 shares
    Change vs previous 13F +12,030 shares

    0.96% of the 13F portfolio, value $3,534,666.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 2,566 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $629,825.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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