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WBI INVESTMENTS, LLC: SMHX position timeline

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

WBI INVESTMENTS, LLC held 112,755 SMHX 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 112,755 shares
    Change vs previous 13F +14,426 shares

    1.79% of the 13F portfolio, value $7,203,893.

    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 98,329 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,659,473.

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

    • WBI INVESTMENTS, LLC: 98,329 shares
    • MILLINGTON SECURITIES, LLC: 98,329 shares (included in another member's report, not added)

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