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PCG Wealth Advisors, LLC: SMH position timeline

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

PCG Wealth Advisors, LLC held 13,707 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,707 shares
    Change vs previous 13F +1,447 shares

    2.01% of the 13F portfolio, value $8,989,904.

    13F-HR 0001905393-26-000003 filed by PCG Wealth 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 12,260 shares
    Change vs previous 13F +954 shares

    1.19% of the 13F portfolio, value $4,700,274.

    13F-HR 0001905393-26-000002 filed by PCG Wealth 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 11,306 shares
    Change vs previous 13F +479 shares

    1.15% of the 13F portfolio, value $4,071,437.

    13F-HR 0001905393-26-000001 filed by PCG Wealth 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 10,827 shares
    Change vs previous 13F +1,925 shares

    1.03% of the 13F portfolio, value $3,533,388.

    13F-HR 0001905393-25-000003 filed by PCG Wealth 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 8,902 shares
    Change vs previous 13F +1,936 shares

    1.27% of the 13F portfolio, value $2,482,499.

    13F-HR 0001085146-25-004660 filed by PCG Wealth 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 6,966 shares
    Change vs previous 13F +1,463 shares

    0.51% of the 13F portfolio, value $1,473,005.

    13F-HR 0001085146-25-002601 filed by PCG Wealth 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 5,503 shares
    Change vs previous 13F +383 shares

    0.49% of the 13F portfolio, value $1,332,608.

    13F-HR 0001085146-25-000366 filed by PCG Wealth 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 5,120 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,256,654.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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