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Disclosery

WealthBridge Investment Counsel Inc.: SMH position timeline

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

WealthBridge Investment Counsel Inc. held 8,600 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 8,600 shares
    Change vs previous 13F +25 shares

    1.39% of the 13F portfolio, value $5,237,000.

    13F-HR 0001799425-26-000005 filed by WealthBridge Investment Counsel Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,575 shares
    Change vs previous 13F -100 shares

    1.5% of the 13F portfolio, value $5,624,000.

    13F-HR 0001799425-26-000003 filed by WealthBridge Investment Counsel Inc.
    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 8,675 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,326,000.

    13F-HR 0001799425-26-000002 filed by WealthBridge Investment Counsel Inc.
    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 8,675 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $3,124,000.

    13F-HR 0001799425-26-000001 filed by WealthBridge Investment Counsel Inc.
    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 8,675 shares
    Change vs previous 13F -150 shares

    0.87% of the 13F portfolio, value $2,831,000.

    13F-HR 0001799425-25-000008 filed by WealthBridge Investment Counsel Inc.
    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 8,825 shares
    Change vs previous 13F +1,585 shares

    0.8% of the 13F portfolio, value $2,461,000.

    13F-HR 0001799425-25-000005 filed by WealthBridge Investment Counsel Inc.
    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 7,240 shares
    Change vs previous 13F +3,300 shares

    0.56% of the 13F portfolio, value $1,531,000.

    13F-HR 0001799425-25-000004 filed by WealthBridge Investment Counsel Inc.
    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 3,940 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $954,000.

    13F-HR 0001799425-25-000001 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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