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Kestra Advisory Services, LLC: SMH position timeline

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

Kestra Advisory Services, LLC held 166,218 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,218 shares
    Change vs previous 13F -5,533 shares

    0.27% of the 13F portfolio, value $109,021,321.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,672 shares
    • Kestra Advisory Services, LLC: 137,546 shares

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

  2. period ended2026-03-31
    13F 171,751 shares
    Change vs previous 13F +68,405 shares

    0.19% of the 13F portfolio, value $65,849,355.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,393 shares
    • Kestra Advisory Services, LLC: 145,358 shares

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

  3. period ended2025-12-31
    13F 103,346 shares
    Change vs previous 13F -266 shares

    0.12% of the 13F portfolio, value $37,217,837.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,622 shares
    • Kestra Advisory Services, LLC: 79,724 shares

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

  4. period ended2025-09-30
    13F 103,612 shares
    Change vs previous 13F -1,556 shares

    0.11% of the 13F portfolio, value $33,814,735.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,296 shares
    • Kestra Advisory Services, LLC: 82,316 shares

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

  5. period ended2025-06-30
    13F 105,168 shares
    Change vs previous 13F +1,215 shares

    0.11% of the 13F portfolio, value $29,329,207.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,136 shares
    • Kestra Advisory Services, LLC: 81,032 shares

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

  6. period ended2025-03-31
    13F 103,953 shares
    Change vs previous 13F -17,694 shares

    0.08% of the 13F portfolio, value $21,982,941.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,538 shares
    • Kestra Advisory Services, LLC: 81,415 shares

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

  7. period ended2024-12-31
    13F 121,647 shares
    Change vs previous 13F +1,294 shares

    0.12% of the 13F portfolio, value $29,459,254.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,339 shares
    • Kestra Advisory Services, LLC: 99,308 shares

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

  8. period ended2024-09-30
    13F 120,353 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $29,540,533.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,940 shares
    • Kestra Advisory Services, LLC: 101,413 shares

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