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Disclosery

Mutual Advisors, LLC: SMH position timeline

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

Mutual Advisors, LLC held 28,220 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,220 shares
    Change vs previous 13F -136 shares

    0.35% of the 13F portfolio, value $18,509,534.

    13F-HR 0001986152-26-000154 filed by Mutual 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 28,356 shares
    Change vs previous 13F -6,172 shares

    0.23% of the 13F portfolio, value $10,871,514.

    13F-HR 0001986152-26-000054 filed by Mutual 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 34,528 shares
    Change vs previous 13F -1,694 shares

    0.27% of the 13F portfolio, value $12,434,492.

    13F-HR 0001986152-26-000005 filed by Mutual 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 36,222 shares
    Change vs previous 13F +11,083 shares

    0.28% of the 13F portfolio, value $12,489,456.

    13F-HR 0001986152-25-000100 filed by Mutual 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 25,139 shares
    Change vs previous 13F +8,889 shares

    0.18% of the 13F portfolio, value $7,227,303.

    13F-HR 0001986152-25-000050 filed by Mutual 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 16,250 shares
    Change vs previous 13F +7,409 shares

    0.1% of the 13F portfolio, value $3,444,606.

    13F-HR 0001986152-25-000037 filed by Mutual 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 8,841 shares
    Change vs previous 13F +5,499 shares

    0.06% of the 13F portfolio, value $2,230,372.

    13F-HR 0001986152-25-000002 filed by Mutual 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 3,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $835,812.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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