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MFA WEALTH ADVISORS, LLC: SMH position timeline

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

MFA WEALTH ADVISORS, LLC held 23,006 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,006 shares
    Change vs previous 13F -350 shares

    2.38% of the 13F portfolio, value $14,010,399.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,356 shares
    Change vs previous 13F -11,227 shares

    2.61% of the 13F portfolio, value $15,318,693.

    13F-HR 0001688184-26-000004 filed by MFA WEALTH 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 34,583 shares
    Change vs previous 13F -948 shares

    2.61% of the 13F portfolio, value $13,258,962.

    13F-HR 0001688184-26-000003 filed by MFA WEALTH 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 35,531 shares
    Change vs previous 13F -832 shares

    2.7% of the 13F portfolio, value $12,795,628.

    13F-HR 0001688184-26-000001 filed by MFA WEALTH 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 36,363 shares
    Change vs previous 13F -269 shares

    2.59% of the 13F portfolio, value $11,867,553.

    13F-HR 0001688184-25-000007 filed by MFA WEALTH 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 36,632 shares
    Change vs previous 13F +16,848 shares

    2.4% of the 13F portfolio, value $10,216,038.

    13F-HR 0002051613-25-000006 filed by MFA WEALTH 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 19,784 shares
    Change vs previous 13F -14,069 shares

    1.04% of the 13F portfolio, value $4,183,806.

    13F-HR 0001688184-25-000003 filed by MFA WEALTH 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 33,853 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $8,198,276.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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