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Moss Adams Wealth Advisors LLC: SMH position timeline

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

Moss Adams Wealth Advisors LLC held 120,494 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,494 shares
    Change vs previous 13F -52,972 shares

    4.94% of the 13F portfolio, value $79,031,049.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 173,466 shares
    Change vs previous 13F -3,966 shares

    4.86% of the 13F portfolio, value $66,506,796.

    13F-HR 0001661245-26-000002 filed by Moss Adams 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 ended2025-12-31
    13F 177,432 shares
    Change vs previous 13F -1,743 shares

    4.63% of the 13F portfolio, value $63,898,522.

    13F-HR 0001661245-26-000001 filed by Moss Adams 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 ended2025-09-30
    13F 179,175 shares
    Change vs previous 13F +11,226 shares

    4.56% of the 13F portfolio, value $58,475,647.

    13F-HR 0001661245-25-000006 filed by Moss Adams 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 ended2025-06-30
    13F 167,949 shares
    Change vs previous 13F +6,741 shares

    4.25% of the 13F portfolio, value $46,837,540.

    13F-HR 0001661245-25-000004 filed by Moss Adams 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 ended2025-03-31
    13F 161,208 shares
    Change vs previous 13F -1,385 shares

    3.59% of the 13F portfolio, value $34,090,617.

    13F-HR 0001661245-25-000003 filed by Moss Adams 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 ended2024-12-31
    13F 162,593 shares
    Change vs previous 13F +2,611 shares

    4.16% of the 13F portfolio, value $39,375,102.

    13F-HR 0001661245-25-000001 filed by Moss Adams 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 ended2024-09-30
    13F 159,982 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $39,267,582.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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