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Disclosery

Cerity Partners LLC: SMH position timeline

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

Cerity Partners LLC held 594,870 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 594,870 shares
    Change vs previous 13F +581,955 shares

    0.46% of the 13F portfolio, value $390,169,130.

    13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 577,281 shares
    • Cerity Partners LLC: 17,589 shares

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

  2. period ended2026-03-31
    13F 12,915 shares
    Change vs previous 13F +3,031 shares

    0.01% of the 13F portfolio, value $4,951,802.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 9,884 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $3,563,116.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 9,751 shares
    Change vs previous 13F +1,633 shares

    0.01% of the 13F portfolio, value $3,187,404.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 8,118 shares
    Change vs previous 13F +1,554 shares

    <0.01% of the 13F portfolio, value $2,266,016.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 6,564 shares
    Change vs previous 13F -918 shares

    <0.01% of the 13F portfolio, value $1,388,000.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 7,482 shares
    Change vs previous 13F +2,778 shares

    <0.01% of the 13F portfolio, value $1,811,762.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 4,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,154,512.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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