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SIMS INVESTMENT MANAGEMENT, LLC: SMH position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 10,903 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,903 shares
    Change vs previous 13F -39 shares

    2.07% of the 13F portfolio, value $6,640,112.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,942 shares
    Change vs previous 13F -364 shares

    2.22% of the 13F portfolio, value $7,176,967.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,306 shares
    Change vs previous 13F -684 shares

    1.59% of the 13F portfolio, value $4,334,848.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,990 shares
    Change vs previous 13F -91 shares

    1.53% of the 13F portfolio, value $4,318,084.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 12,081 shares
    Change vs previous 13F +12 shares

    1.43% of the 13F portfolio, value $3,942,701.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,069 shares
    Change vs previous 13F +2,709 shares

    1.35% of the 13F portfolio, value $3,365,756.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,360 shares
    Change vs previous 13F +1,737 shares

    0.88% of the 13F portfolio, value $1,979,324.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,623 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,846,021.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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