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WBI INVESTMENTS, LLC: SMH position timeline

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

WBI INVESTMENTS, LLC held 7,111 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 7,111 shares
    Change vs previous 13F +823 shares

    1.16% of the 13F portfolio, value $4,664,263.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 6,288 shares
    Change vs previous 13F -1,653 shares

    0.67% of the 13F portfolio, value $2,410,800.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 6,288 shares
    • MILLINGTON SECURITIES, LLC: 6,288 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 7,941 shares
    Change vs previous 13F +2,700 shares

    0.75% of the 13F portfolio, value $2,859,969.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 5,241 shares
    Change vs previous 13F +1,580 shares

    0.44% of the 13F portfolio, value $1,710,453.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 3,661 shares
    Change vs previous 13F +335 shares

    0.26% of the 13F portfolio, value $1,020,913.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 3,326 shares
    Change vs previous 13F +590 shares

    0.19% of the 13F portfolio, value $703,366.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 2,736 shares
    Change vs previous 13F +367 shares

    0.17% of the 13F portfolio, value $662,640.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, 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 2,369 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $581,540.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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