Meriwether Wealth & Planning, LLC: SMH position timeline

Meriwether Wealth & Planning, LLC held 1,728 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,728 shares

   Change vs previous 13F +478 shares

   0.56% of the 13F portfolio, value $1,133,378.

   13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,250 shares

   Change vs previous 13F +7 shares

   0.26% of the 13F portfolio, value $479,250.

   13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,243 shares

   Change vs previous 13F +57 shares

   0.25% of the 13F portfolio, value $447,642.

   13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,186 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $387,063.

   13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,186 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $330,752.

   13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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