SeaBridge Investment Advisors LLC: SMH position timeline

SeaBridge Investment Advisors LLC held 2,097 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,097 shares

   Change vs previous 13F -113 shares

   0.2% of the 13F portfolio, value $1,375,402.

   13F-HR 0001304229-26-000004 filed by SeaBridge Investment Advisors LLC
   Filed 2026-07-17 (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).

2. period ended2026-03-31

   13F 2,210 shares

   Change vs previous 13F -8 shares

   0.14% of the 13F portfolio, value $847,314.

   13F-HR 0001304229-26-000003 filed by SeaBridge Investment Advisors LLC
   Filed 2026-04-29 (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).

3. period ended2025-12-31

   13F 2,218 shares

   Change vs previous 13F -13 shares

   0.13% of the 13F portfolio, value $798,769.

   13F-HR 0001304229-26-000001 filed by SeaBridge Investment Advisors LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,231 shares

   Change vs previous 13F -775 shares

   0.12% of the 13F portfolio, value $728,110.

   13F-HR 0001304229-25-000009 filed by SeaBridge Investment Advisors LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,006 shares

   Change vs previous 13F -1,526 shares

   0.16% of the 13F portfolio, value $838,314.

   13F-HR 0001085146-25-003905 filed by SeaBridge Investment Advisors LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,532 shares

   Change vs previous 13F -120 shares

   0.21% of the 13F portfolio, value $958,383.

   13F-HR 0001085146-25-002561 filed by SeaBridge Investment Advisors LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,652 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $1,126,575.

   13F-HR 0001085146-25-000452 filed by SeaBridge Investment Advisors LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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