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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SMH position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,889 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,889 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,239,046.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,624 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 265 shares

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

  2. period ended2026-03-31
    13F 1,889 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $724,283.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,584 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 305 shares

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

  3. period ended2025-12-31
    13F 2,076 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $747,669.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,711 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 365 shares

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

  4. period ended2025-09-30
    13F 2,083 shares
    Change vs previous 13F +203 shares

    0.02% of the 13F portfolio, value $679,883.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,868 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 215 shares

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

  5. period ended2025-06-30
    13F 1,880 shares
    Change vs previous 13F -466 shares

    0.01% of the 13F portfolio, value $524,358.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,665 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 215 shares

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

  6. period ended2025-03-31
    13F 2,346 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $496,157.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,131 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 215 shares

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

  7. period ended2024-12-31
    13F 2,203 shares
    Change vs previous 13F +1,346 shares

    0.02% of the 13F portfolio, value $533,520.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,043 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 160 shares

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

  8. period ended2024-09-30
    13F 857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,331.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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