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Disclosery

Mason & Associates Inc: SMH position timeline

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

Mason & Associates Inc held 39,237 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,237 shares
    Change vs previous 13F -16,547 shares

    4.16% of the 13F portfolio, value $25,735,325.

    13F-HR 0001917686-26-000003 filed by Mason & Associates Inc
    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 55,784 shares
    Change vs previous 13F +717 shares

    3.93% of the 13F portfolio, value $20,223,375.

    13F-HR 0001917686-26-000002 filed by Mason & Associates Inc
    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 55,067 shares
    Change vs previous 13F +3,917 shares

    3.73% of the 13F portfolio, value $19,831,256.

    13F-HR 0001917686-26-000001 filed by Mason & Associates Inc
    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 51,150 shares
    Change vs previous 13F +638 shares

    3.36% of the 13F portfolio, value $16,693,456.

    13F-HR 0001917686-25-000007 filed by Mason & Associates Inc
    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 50,512 shares
    Change vs previous 13F -1,051 shares

    3.25% of the 13F portfolio, value $14,086,874.

    13F-HR 0001917686-25-000005 filed by Mason & Associates Inc
    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 51,563 shares
    Change vs previous 13F -3,286 shares

    2.71% of the 13F portfolio, value $10,904,086.

    13F-HR 0001917686-25-000002 filed by Mason & Associates Inc
    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 54,849 shares
    Change vs previous 13F +7,275 shares

    3.13% of the 13F portfolio, value $13,282,800.

    13F-HR 0001917686-25-000001 filed by Mason & Associates Inc
    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 47,574 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $11,677,143.

    13F-HR 0001917686-24-000005 filed by Mason & Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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