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Wisconsin Wealth Advisors, LLC: SMH position timeline

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

Wisconsin Wealth Advisors, LLC held 4,263 SMH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,263 shares
    Change vs previous 13F +60 shares

    2.18% of the 13F portfolio, value $2,595,870.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,203 shares
    Change vs previous 13F -1,555 shares

    2.36% of the 13F portfolio, value $2,756,849.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth Advisors, LLC
    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 5,758 shares
    Change vs previous 13F +66 shares

    2.17% of the 13F portfolio, value $2,207,587.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,692 shares
    Change vs previous 13F -36 shares

    2.01% of the 13F portfolio, value $2,049,816.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,728 shares
    Change vs previous 13F -112 shares

    1.78% of the 13F portfolio, value $1,869,260.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,840 shares
    Change vs previous 13F +360 shares

    1.87% of the 13F portfolio, value $1,628,793.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    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 5,480 shares
    Change vs previous 13F +550 shares

    1.66% of the 13F portfolio, value $1,158,937.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,930 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,193,853.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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