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Disclosery

AE Wealth Management LLC: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SMCI, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 16,527 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,527 shares
    Change vs previous 13F -3,488 shares

    <0.01% of the 13F portfolio, value $484,746.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 20,015 shares
    Change vs previous 13F +3,367 shares

    <0.01% of the 13F portfolio, value $455,750.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,648 shares
    Change vs previous 13F +2,157 shares

    <0.01% of the 13F portfolio, value $487,300.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,491 shares
    Change vs previous 13F +6,542 shares

    <0.01% of the 13F portfolio, value $694,691.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,949 shares
    Change vs previous 13F -734 shares

    <0.01% of the 13F portfolio, value $389,621.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $297,335.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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