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Disclosery

Welch Group, LLC: SMH position timeline

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

Welch Group, LLC held 2,722 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,722 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $1,785,333.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 2,719 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $1,042,465.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 2,735 shares
    Change vs previous 13F -138 shares

    0.04% of the 13F portfolio, value $984,956.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 2,873 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $937,633.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 2,834 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $790,346.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 2,333 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $494,993.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 2,333 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $570,792.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 2,333 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $572,635.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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