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Disclosery

NewEdge Wealth, LLC: SMH position timeline

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

NewEdge Wealth, LLC held 122,260 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,260 shares
    Change vs previous 13F +1,366 shares

    0.81% of the 13F portfolio, value $80,189,432.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 120,894 shares
    Change vs previous 13F -1,902 shares

    0.55% of the 13F portfolio, value $46,350,932.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 122,796 shares
    Change vs previous 13F -1,117 shares

    0.5% of the 13F portfolio, value $44,222,670.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 123,913 shares
    Change vs previous 13F +944 shares

    0.64% of the 13F portfolio, value $44,546,668.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 122,969 shares
    Change vs previous 13F +4,519 shares

    0.56% of the 13F portfolio, value $35,798,766.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 118,450 shares
    Change vs previous 13F -6,171 shares

    0.45% of the 13F portfolio, value $25,048,660.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 124,621 shares
    Change vs previous 13F -6,965 shares

    0.52% of the 13F portfolio, value $30,179,547.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 131,586 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $32,297,824.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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