Private Advisor Group, LLC: SMH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on SMH, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 164,599 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 164,599 sharesChange vs previous 13F +1,499 shares
0.49% of the 13F portfolio, value $107,958,894.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 163,100 sharesChange vs previous 13F +47,316 shares
0.29% of the 13F portfolio, value $62,532,153.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 115,784 sharesChange vs previous 13F +3,960 shares
0.2% of the 13F portfolio, value $41,696,979.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 111,824 sharesChange vs previous 13F +11,271 shares
0.18% of the 13F portfolio, value $36,495,038.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,553 sharesChange vs previous 13F +10,589 shares
0.15% of the 13F portfolio, value $28,042,300.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 89,964 sharesChange vs previous 13F -11,178 shares
0.12% of the 13F portfolio, value $19,024,565.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 101,142 sharesChange vs previous 13F +8,118 shares
0.14% of the 13F portfolio, value $24,493,508.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 93,024 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $22,832,819.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).