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Portfolio Strategies, Inc.: SMH position timeline

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

Portfolio Strategies, Inc. held 175,468 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 175,468 shares
    Change vs previous 13F +12,177 shares

    11.29% of the 13F portfolio, value $115,089,733.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    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 163,291 shares
    Change vs previous 13F -43,969 shares

    7.72% of the 13F portfolio, value $62,613,854.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    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 207,260 shares
    Change vs previous 13F -8,208 shares

    8.64% of the 13F portfolio, value $74,620,032.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 215,468 shares
    Change vs previous 13F -7,041 shares

    8.17% of the 13F portfolio, value $70,299,598.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    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 222,509 shares
    Change vs previous 13F -6,242 shares

    8.08% of the 13F portfolio, value $62,016,709.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    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 228,751 shares
    Change vs previous 13F -29,310 shares

    7.49% of the 13F portfolio, value $48,372,456.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    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 258,061 shares
    Change vs previous 13F -43,071 shares

    8.87% of the 13F portfolio, value $62,481,025.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, Inc.
    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 301,132 shares
    Change vs previous 13F not available

    9.98% of the 13F portfolio, value $73,891,875.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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