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Disclosery

Yarbrough Capital, LLC: SMH position timeline

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

Yarbrough Capital, LLC held 81,148 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,148 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $53,224,162.

    13F-HR 0001754960-26-000722 filed by Yarbrough Capital, 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 81,148 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $31,112,143.

    13F-HR 0001754960-26-000238 filed by Yarbrough Capital, 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 81,148 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $29,223,829.

    13F-HR 0001754960-26-000061 filed by Yarbrough Capital, 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 81,148 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $26,483,461.

    13F-HR 0001754960-25-000689 filed by Yarbrough Capital, 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 81,148 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $22,630,554.

    13F-HR 0001754960-25-000378 filed by Yarbrough Capital, 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 81,148 shares
    Change vs previous 13F +23,360 shares

    0.74% of the 13F portfolio, value $17,160,368.

    13F-HR 0001754960-25-000177 filed by Yarbrough Capital, 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 57,788 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $13,994,520.

    13F-HR 0001754960-25-000027 filed by Yarbrough Capital, 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 57,788 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $14,184,065.

    13F-HR 0001754960-24-000491 filed by Yarbrough Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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