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Disclosery

Concord Wealth Partners: SMH position timeline

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

Concord Wealth Partners held 9,937 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,937 shares
    Change vs previous 13F -4,332 shares

    0.43% of the 13F portfolio, value $6,517,671.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,061 shares
    • Concord Asset Management, LLC/VA: 4,876 shares

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

  2. period ended2026-03-31
    13F 14,269 shares
    Change vs previous 13F -1,169 shares

    0.4% of the 13F portfolio, value $5,470,795.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,244 shares
    • Concord Asset Management, LLC/VA: 7,025 shares

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

  3. period ended2025-12-31
    13F 15,438 shares
    Change vs previous 13F -432 shares

    0.41% of the 13F portfolio, value $5,559,744.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,753 shares
    • Concord Asset Management, LLC/VA: 7,685 shares

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

  4. period ended2025-09-30
    13F 15,870 shares
    Change vs previous 13F -412 shares

    0.41% of the 13F portfolio, value $5,179,375.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,938 shares
    • Concord Asset Management, LLC/VA: 7,932 shares

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

  5. period ended2025-06-30
    13F 16,282 shares
    Change vs previous 13F -3,026 shares

    0.34% of the 13F portfolio, value $4,540,760.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,141 shares
    • Concord Asset Management, LLC/VA: 8,141 shares

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

  6. period ended2025-03-31
    13F 19,308 shares
    Change vs previous 13F +9,907 shares

    0.37% of the 13F portfolio, value $3,956,924.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,263 shares
    • Concord Asset Management, LLC/VA: 10,045 shares

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

  7. period ended2024-12-31
    13F 9,401 shares
    Change vs previous 13F +678 shares

    0.21% of the 13F portfolio, value $2,276,656.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,703 shares
    • Concord Asset Management, LLC/VA: 4,698 shares

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

  8. period ended2024-09-30
    13F 8,723 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,141,061.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,375 shares
    • Concord Asset Management, LLC/VA: 4,348 shares

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