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Mezzasalma Advisors, LLC: SMH position timeline

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

Mezzasalma Advisors, LLC held 19,363 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,363 shares
    Change vs previous 13F -2,723 shares

    1.04% of the 13F portfolio, value $5,127,291.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,086 shares
    Change vs previous 13F +6,273 shares

    1.36% of the 13F portfolio, value $6,754,484.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,813 shares
    Change vs previous 13F +654 shares

    0.87% of the 13F portfolio, value $3,423,837.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,159 shares
    Change vs previous 13F +6,130 shares

    0.81% of the 13F portfolio, value $3,379,725.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,029 shares
    Change vs previous 13F +51 shares

    0.75% of the 13F portfolio, value $2,946,728.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,978 shares
    Change vs previous 13F +140 shares

    0.75% of the 13F portfolio, value $2,503,811.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,838 shares
    Change vs previous 13F +317 shares

    0.65% of the 13F portfolio, value $1,868,992.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,521 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,063,553.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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