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MOULTON WEALTH MANAGEMENT, INC: SMH position timeline

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

MOULTON WEALTH MANAGEMENT, INC held 5,029 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,029 shares
    Change vs previous 13F -47 shares

    2.1% of the 13F portfolio, value $3,107,120.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,076 shares
    Change vs previous 13F +1,469 shares

    2.08% of the 13F portfolio, value $3,163,253.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH MANAGEMENT, INC
    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 3,607 shares
    Change vs previous 13F -3,841 shares

    0.96% of the 13F portfolio, value $1,405,415.

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,448 shares
    Change vs previous 13F -1,484 shares

    2.64% of the 13F portfolio, value $2,780,712.

    13F-HR 0001754960-26-000038 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,932 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,915,048.

    13F-HR 0001754960-25-000644 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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