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Disclosery

WT Wealth Management: SMH position timeline

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

WT Wealth Management held 19,410 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 19,410 shares
    Change vs previous 13F -3,981 shares

    3.53% of the 13F portfolio, value $12,730,902.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 23,391 shares
    Change vs previous 13F +256 shares

    2.67% of the 13F portfolio, value $8,967,919.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 23,135 shares
    Change vs previous 13F -3,455 shares

    2.4% of the 13F portfolio, value $8,331,846.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 26,590 shares
    Change vs previous 13F -2,105 shares

    2.5% of the 13F portfolio, value $8,677,760.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 28,695 shares
    Change vs previous 13F -749 shares

    2.37% of the 13F portfolio, value $8,002,516.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 29,444 shares
    Change vs previous 13F +5,109 shares

    2.02% of the 13F portfolio, value $6,226,477.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 24,335 shares
    Change vs previous 13F -298 shares

    1.85% of the 13F portfolio, value $5,893,246.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 24,633 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,195,533.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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