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Disclosery

SWS Partners: SMH position timeline

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

SWS Partners held 3,929 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,929 shares
    Change vs previous 13F -14 shares

    0.56% of the 13F portfolio, value $2,576,700.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,943 shares
    Change vs previous 13F -110 shares

    0.37% of the 13F portfolio, value $1,511,575.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,053 shares
    Change vs previous 13F -395 shares

    0.35% of the 13F portfolio, value $1,459,446.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,448 shares
    Change vs previous 13F -204 shares

    0.35% of the 13F portfolio, value $1,451,564.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,652 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,297,352.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 4,652 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $983,760.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,652 shares
    Change vs previous 13F +1,090 shares

    0.34% of the 13F portfolio, value $1,126,577.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,562 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $874,060.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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