RHODES INVESTMENT ADVISORS INC /ADV: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on SMH, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 1,148 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

period ended2026-09-30
13F 1,148 shares
Change vs previous 13F +270 shares
0.5% of the 13F portfolio, value $699,132.
13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
Accepted 2026-10-07 20:04:47 UTC, ingested 2026-10-07 20:05:46 UTC
period ended2026-06-30
13F 878 shares
Change vs previous 13F +278 shares
0.42% of the 13F portfolio, value $575,871.
13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 600 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $230,040.
13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).