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Disclosery

Stevard, LLC: SMH position timeline

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

Stevard, LLC held 3,261 SMH shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,261 shares
    Change vs previous 13F +24 shares

    2.95% of the 13F portfolio, value $789,716.

    13F-HR 0001104659-25-012573 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,237 shares
    Change vs previous 13F -3,912 shares

    3.23% of the 13F portfolio, value $794,522.

    13F-HR 0001104659-24-118461 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,149 shares
    Change vs previous 13F +900 shares

    1.61% of the 13F portfolio, value $1,863,744.

    13F-HR 0001104659-24-087405 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 6,249 shares
    Change vs previous 13F +3,685 shares

    1.27% of the 13F portfolio, value $1,405,963.

    13F-HR 0001104659-24-060525 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 2,564 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $448,367.

    13F-HR 0001104659-24-017687 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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