Position in SMCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$264,233
-$89,134 QoQ
Shares Held
9,009
-41.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#522
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, 2026WMG Financial Advisors, LLC holds $705,452 across 3 Computer Hardware names. SMCI ranks #2 (37.5% of the industry book) .
All Filings in SMCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,233 | 9,009 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $353,367 | 15,519 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $256,287 | 8,756 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $280,736 | 5,856 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $336,012 | 6,856 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $269,092 | 7,859 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $201,350 | 6,606 | Shares | Defined | 2025-02-06 | |
| 2024-06-30 | $282,675 | 345 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $349,470 | 346 | Shares | Defined | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||