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Disclosery

Wealth Quarterback LLC: SMH position timeline

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

Wealth Quarterback LLC held 28,436 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,436 shares
    Change vs previous 13F +12,228 shares

    5.76% of the 13F portfolio, value $18,650,740.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback LLC
    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 16,208 shares
    Change vs previous 13F -3,637 shares

    2.45% of the 13F portfolio, value $6,214,315.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback LLC
    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 19,845 shares
    Change vs previous 13F -467 shares

    2.57% of the 13F portfolio, value $7,146,660.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,312 shares
    Change vs previous 13F +248 shares

    2.56% of the 13F portfolio, value $6,629,186.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,064 shares
    Change vs previous 13F +9,666 shares

    2.65% of the 13F portfolio, value $5,595,541.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,398 shares
    Change vs previous 13F +3,549 shares

    1.24% of the 13F portfolio, value $2,198,780.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
    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 6,849 shares
    Change vs previous 13F +515 shares

    0.78% of the 13F portfolio, value $1,658,562.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,334 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,554,724.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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