Institute for Wealth Management, LLC.
Position in SMCI — Super Micro Computer, Inc.
CIK 1533954
DENVER, CO
Position in SMCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$36,222
New position
Shares Held
1,235
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 796 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Computer Hardware
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,332,723 across 11 Computer Hardware names. SMCI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
16,707 | $7,208,402 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,525 | $1,471,625 | |
| 3 | WDC |
Western Digital Corp
|
2,268 | $1,448,616 | |
| 4 | SNDK |
Sandisk Corp
|
413 | $939,050 | |
| 5 | IONQ |
IonQ, Inc.
|
12,897 | $686,894 | |
| 6 | ANET |
Arista Networks, Inc.
|
2,794 | $474,644 | |
| 7 | HPQ |
Hp Inc
|
2,727 | $59,830 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
1,235 | $36,222 |
All Filings in SMCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,222 | 1,235 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||