Position in SMCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,143
-$29,268 QoQ
Shares Held
39
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#747
of 796 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Concord Wealth Partners holds $894,304 across 8 Computer Hardware names. SMCI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
1,206 | $520,340 | |
| 2 | SNDK |
Sandisk Corp
|
64 | $145,518 | |
| 3 | WDC |
Western Digital Corp
|
195 | $124,550 | |
| 4 | STX |
Seagate Technology Holdings plc
|
81 | $78,165 | |
| 5 | HPQ |
Hp Inc
|
726 | $15,928 | |
| 6 | ANET |
Arista Networks, Inc.
|
27 | $4,586 | |
| 7 | QUBT |
Quantum Computing Inc.
|
420 | $4,074 | |
| 8 | SMCI |
Super Micro Computer, Inc.
This page
|
39 | $1,143 |
All Filings in SMCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143 | 39 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $30,411 | 1,039 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,869 | 39 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,921 | 1,039 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,335 | 39 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,188 | 39 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $283,984 | 682 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $444,087 | 542 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $508,045 | 503 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||