Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in VANECK SEMICONDUCTOR ETF (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 36,550 | +391 | +1.1% | 6.42% | $13.2M | $360.13 |
| 2025 Q3 | ADDED | 36,159 | +727 | +2.1% | 5.83% | $11.8M | $325.35 |
| 2025 Q2 | REDUCED | 35,432 | -103 | -0.3% | 5.45% | $9.9M | $278.01 |
| 2025 Q1 | ADDED | 35,535 | +551 | +1.6% | 4.62% | $7.5M | $210.81 |
| 2024 Q4 | ADDED | 34,984 | +27,077 | +342.4% | 5.03% | $8.5M | $241.42 |
| 2024 Q3 | INITIATED | 7,907 | — | — | 1.04% | $1.1M | $243.61 |
As of 2025 Q4 — sorted by position size