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Disclosery

NWAM LLC: SMH position timeline

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

NWAM LLC held 21,500 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,500 shares
    Change vs previous 13F -3,584 shares

    0.7% of the 13F portfolio, value $14,101,761.

    13F-HR 0001655006-26-000005 filed by NWAM 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 25,084 shares
    Change vs previous 13F -629 shares

    0.55% of the 13F portfolio, value $9,617,183.

    13F-HR 0001655006-26-000004 filed by NWAM 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 25,713 shares
    Change vs previous 13F -121 shares

    0.55% of the 13F portfolio, value $9,758,390.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 25,834 shares
    Change vs previous 13F -1,657 shares

    0.47% of the 13F portfolio, value $8,708,096.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 27,491 shares
    Change vs previous 13F +16,050 shares

    0.45% of the 13F portfolio, value $7,816,267.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 11,441 shares
    Change vs previous 13F -14,247 shares

    0.21% of the 13F portfolio, value $2,419,394.

    13F-HR 0001085146-25-002583 filed by NWAM 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 25,688 shares
    Change vs previous 13F +4,175 shares

    0.38% of the 13F portfolio, value $6,220,901.

    13F-HR 0001085146-25-000766 filed by NWAM 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 21,513 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,280,370.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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