Skip to content
Disclosery

NewEdge Advisors, LLC: SMH position timeline

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

NewEdge Advisors, LLC held 69,964 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,964 shares
    Change vs previous 13F +2,080 shares

    0.14% of the 13F portfolio, value $45,888,979.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 67,884 shares
    Change vs previous 13F -842 shares

    0.09% of the 13F portfolio, value $26,026,768.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 68,726 shares
    Change vs previous 13F +2,217 shares

    0.09% of the 13F portfolio, value $24,750,015.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 66,509 shares
    Change vs previous 13F +34,722 shares

    0.1% of the 13F portfolio, value $21,705,572.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 31,787 shares
    Change vs previous 13F +14,792 shares

    0.05% of the 13F portfolio, value $8,864,833.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 16,995 shares
    Change vs previous 13F -10,724 shares

    0.02% of the 13F portfolio, value $3,593,905.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 27,719 shares
    Change vs previous 13F -3,112 shares

    0.04% of the 13F portfolio, value $6,712,585.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 30,831 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,567,574.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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