WESPAC Advisors SoCal, LLC: SMH position timeline

WESPAC Advisors SoCal, LLC held 47,830 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 47,830 shares

   Change vs previous 13F -225 shares

   5.28% of the 13F portfolio, value $29,128,641.

   13F-HR 0001172661-26-004511 filed by WESPAC Advisors SoCal, LLC
   Accepted 2026-10-13 18:21:31 UTC, ingested 2026-10-13 18:22:13 UTC

2. period ended2026-06-30

   13F 48,055 shares

   Change vs previous 13F -13,102 shares

   5.65% of the 13F portfolio, value $31,518,978.

   13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 61,157 shares

   Change vs previous 13F -9,347 shares

   4.99% of the 13F portfolio, value $23,447,701.

   13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 70,504 shares

   Change vs previous 13F +2,251 shares

   5.12% of the 13F portfolio, value $25,390,706.

   13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 68,253 shares

   Change vs previous 13F +2,433 shares

   4.52% of the 13F portfolio, value $22,274,977.

   13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 65,820 shares

   Change vs previous 13F -900 shares

   4.1% of the 13F portfolio, value $18,355,820.

   13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 66,720 shares

   Change vs previous 13F -9,477 shares

   3.68% of the 13F portfolio, value $14,109,232.

   13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 76,197 shares

   Change vs previous 13F not available

   4.17% of the 13F portfolio, value $18,452,574.

   13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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